Ridgewood Investments’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 | $799K | Sell |
2,811
-129
| -4% | -$36.7K | 0.35% | 83 |
|
|
2025
Q1 | $719K | Sell |
2,940
-332
| -10% | -$81.2K | 0.34% | 88 |
|
|
2024
Q4 | $830K | Sell |
3,272
-96
| -3% | -$24.4K | 0.4% | 78 |
|
|
2024
Q3 | $820K | Sell |
3,368
-311
| -8% | -$75.7K | 0.41% | 74 |
|
|
2024
Q2 | $845K | Sell |
3,679
-459
| -11% | -$105K | 0.42% | 71 |
|
|
2024
Q1 | $976K | Buy |
4,138
+42
| +1% | +$9.9K | 0.52% | 59 |
|
|
2023
Q4 | $899K | Sell |
4,096
-112
| -3% | -$24.6K | 0.53% | 60 |
|
|
2023
Q3 | $820K | Hold |
4,208
| – | – | 0.54% | 57 |
|
|
2023
Q2 | $866K | Sell |
4,208
-13
| -0.3% | -$2.68K | 0.49% | 54 |
|
|
2023
Q1 | $823K | Sell |
4,221
-167
| -4% | -$32.6K | 0.5% | 47 |
|
|
2022
Q4 | $789K | Sell |
4,388
-370
| -8% | -$66.5K | 0.56% | 50 |
|
|
2022
Q3 | $811K | Sell |
4,758
-123
| -3% | -$21K | 0.68% | 43 |
|
|
2022
Q2 | $856K | Sell |
4,881
-836
| -15% | -$147K | 0.67% | 41 |
|
|
2022
Q1 | $1.27M | Sell |
5,717
-14
| -0.2% | -$3.12K | 0.84% | 22 |
|
|
2021
Q4 | $1.46M | Buy |
5,731
+9
| +0.2% | +$2.29K | 0.93% | 21 |
|
|
2021
Q3 | $1.35M | Sell |
5,722
-77
| -1% | -$18.2K | 0.92% | 20 |
|
|
2021
Q2 | $1.37M | Sell |
5,799
-27
| -0.5% | -$6.38K | 0.88% | 24 |
|
|
2021
Q1 | $1.25M | Buy |
5,826
+1,387
| +31% | +$298K | 0.77% | 32 |
|
|
2020
Q4 | $800K | Hold |
4,439
| – | – | 0.63% | 46 |
|
|
2020
Q3 | $800K | Buy |
4,439
+1,075
| +32% | +$194K | 0.63% | 47 |
|
|
2020
Q2 | $555K | Buy |
+3,364
| New | +$555K | 0.46% | 69 |
|