RKL Wealth Management’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 | $204K | Buy |
+717
| New | +$204K | 0.02% | 174 |
|
|
2024
Q4 | – | Sell |
-967
| Closed | -$235K | – | 179 |
|
|
2024
Q3 | $235K | Sell |
967
-18
| -2% | -$4.38K | 0.02% | 148 |
|
|
2024
Q2 | $226K | Hold |
985
| – | – | 0.02% | 139 |
|
|
2024
Q1 | $232K | Buy |
985
+1
| +0.1% | +$236 | 0.02% | 143 |
|
|
2023
Q4 | $216K | Buy |
+984
| New | +$216K | 0.02% | 142 |
|
|
2023
Q3 | – | Sell |
-1,034
| Closed | -$213K | – | 135 |
|
|
2023
Q2 | $213K | Buy |
1,034
+1
| +0.1% | +$206 | 0.03% | 127 |
|
|
2023
Q1 | $201K | Buy |
+1,033
| New | +$201K | 0.03% | 131 |
|
|
2022
Q3 | – | Sell |
-1,773
| Closed | -$311K | – | 138 |
|
|
2022
Q2 | $311K | Buy |
1,773
+1
| +0.1% | +$175 | 0.04% | 113 |
|
|
2022
Q1 | $395K | Buy |
1,772
+1
| +0.1% | +$223 | 0.05% | 108 |
|
|
2021
Q4 | $451K | Sell |
1,771
-34
| -2% | -$8.66K | 0.05% | 93 |
|
|
2021
Q3 | $427K | Hold |
1,805
| – | – | 0.05% | 93 |
|
|
2021
Q2 | $427K | Sell |
1,805
-156
| -8% | -$36.9K | 0.05% | 97 |
|
|
2021
Q1 | $421K | Hold |
1,961
| – | – | 0.06% | 93 |
|
|
2020
Q4 | $416K | Sell |
1,961
-92
| -4% | -$19.5K | 0.06% | 94 |
|
|
2020
Q3 | $370K | Sell |
2,053
-26
| -1% | -$4.69K | 0.06% | 95 |
|
|
2020
Q2 | $343K | Hold |
2,079
| – | – | 0.06% | 94 |
|
|
2020
Q1 | $263K | Sell |
2,079
-148
| -7% | -$18.7K | 0.06% | 102 |
|
|
2019
Q4 | $354K | Sell |
2,227
-264
| -11% | -$42K | 0.06% | 102 |
|
|
2019
Q3 | $368K | Sell |
2,491
-757
| -23% | -$112K | 0.07% | 105 |
|
|
2019
Q2 | $485K | Sell |
3,248
-529
| -14% | -$79K | 0.09% | 96 |
|
|
2019
Q1 | $538K | Hold |
3,777
| – | – | 0.11% | 95 |
|
|
2018
Q4 | $451K | Sell |
3,777
-531
| -12% | -$63.4K | 0.1% | 96 |
|
|
2018
Q3 | $614K | Sell |
4,308
-403
| -9% | -$57.4K | 0.13% | 95 |
|
|
2018
Q2 | $635K | Sell |
4,711
-48
| -1% | -$6.47K | 0.14% | 91 |
|
|
2018
Q1 | $616K | Sell |
4,759
-1,082
| -19% | -$140K | 0.15% | 94 |
|
|
2017
Q4 | $748K | Sell |
5,841
-424
| -7% | -$54.3K | 0.18% | 93 |
|
|
2017
Q3 | $764K | Sell |
6,265
-486
| -7% | -$59.3K | 0.21% | 90 |
|
|
2017
Q2 | $796K | Buy |
+6,751
| New | +$796K | 0.25% | 90 |
|