Rockbridge Investment 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 | $467K | Sell |
1,643
-248
| -13% | -$70.5K | 0.05% | 93 |
|
|
2025
Q1 | $463K | Sell |
1,891
-588
| -24% | -$144K | 0.05% | 89 |
|
|
2024
Q4 | $629K | Hold |
2,479
| – | – | 0.08% | 74 |
|
|
2024
Q3 | $603K | Sell |
2,479
-274
| -10% | -$66.7K | 0.08% | 74 |
|
|
2024
Q2 | $632K | Hold |
2,753
| – | – | 0.09% | 68 |
|
|
2024
Q1 | $649K | Sell |
2,753
-205
| -7% | -$48.3K | 0.1% | 64 |
|
|
2023
Q4 | $650K | Sell |
2,958
-199
| -6% | -$43.7K | 0.1% | 63 |
|
|
2023
Q3 | $615K | Buy |
3,157
+22
| +0.7% | +$4.29K | 0.11% | 61 |
|
|
2023
Q2 | $645K | Sell |
3,135
-780
| -20% | -$161K | 0.11% | 60 |
|
|
2023
Q1 | $763K | Sell |
3,915
-442
| -10% | -$86.1K | 0.14% | 56 |
|
|
2022
Q4 | $783K | Sell |
4,357
-63
| -1% | -$11.3K | 0.16% | 54 |
|
|
2022
Q3 | $754K | Buy |
4,420
+67
| +2% | +$11.4K | 0.18% | 52 |
|
|
2022
Q2 | $763K | Buy |
4,353
+587
| +16% | +$103K | 0.17% | 49 |
|
|
2022
Q1 | $845K | Hold |
3,766
| – | – | 0.13% | 74 |
|
|
2021
Q4 | $959K | Buy |
3,766
+1
| +0% | +$255 | 0.14% | 69 |
|
|
2021
Q3 | $890K | Hold |
3,765
| – | – | 0.15% | 67 |
|
|
2021
Q2 | $890K | Hold |
3,765
| – | – | 0.15% | 66 |
|
|
2021
Q1 | $808K | Hold |
3,765
| – | – | 0.15% | 62 |
|
|
2020
Q4 | $798K | Hold |
3,765
| – | – | 0.16% | 63 |
|
|
2020
Q3 | $678K | Hold |
3,765
| – | – | 0.16% | 64 |
|
|
2020
Q2 | $622K | Buy |
+3,765
| New | +$622K | 0.16% | 66 |
|