Richardson Financial Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $324K | Sell |
1,144
-1,027
| -47% | -$291K | 0.22% | 111 |
|
2025
Q1 | $531K | Buy |
2,171
+325
| +18% | +$79.5K | 0.4% | 70 |
|
2024
Q4 | $471K | Buy |
1,846
+46
| +3% | +$11.7K | 0.33% | 83 |
|
2024
Q3 | $413K | Hold |
1,800
| – | – | 0.26% | 97 |
|
2024
Q2 | $413K | Buy |
1,800
+1,342
| +293% | +$308K | 0.3% | 92 |
|
2024
Q1 | $108K | Buy |
458
+28
| +7% | +$6.6K | 0.08% | 190 |
|
2023
Q4 | $94.4K | Buy |
+430
| New | +$94.4K | 0.08% | 181 |
|