Roman Butler Fullerton & Co’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 | $795K | Sell |
2,714
-7
| -0.3% | -$2.05K | 0.23% | 109 |
|
|
2025
Q1 | $642K | Sell |
2,721
-169
| -6% | -$39.9K | 0.25% | 100 |
|
|
2024
Q4 | $771K | Hold |
2,890
| – | – | 0.24% | 100 |
|
|
2024
Q3 | $722K | Sell |
2,890
-101
| -3% | -$25.2K | 0.22% | 107 |
|
|
2024
Q2 | $693K | Sell |
2,991
-332
| -10% | -$76.9K | 0.22% | 100 |
|
|
2024
Q1 | $734K | Buy |
3,323
+131
| +4% | +$28.9K | 0.28% | 91 |
|
|
2023
Q4 | $696K | Sell |
3,192
-48
| -1% | -$10.5K | 0.27% | 89 |
|
|
2023
Q3 | $628K | Buy |
3,240
+34
| +1% | +$6.59K | 0.3% | 88 |
|
|
2023
Q2 | $686K | Buy |
3,206
+555
| +21% | +$119K | 0.31% | 87 |
|
|
2023
Q1 | $499K | Sell |
2,651
-65
| -2% | -$12.2K | 0.25% | 109 |
|
|
2022
Q4 | $516K | Hold |
2,716
| – | – | 0.27% | 104 |
|
|
2022
Q3 | $462K | Sell |
2,716
-470
| -15% | -$79.9K | 0.29% | 100 |
|
|
2022
Q2 | $570K | Hold |
3,186
| – | – | 0.32% | 93 |
|
|
2022
Q1 | $710K | Sell |
3,186
-1,842
| -37% | -$410K | 0.33% | 87 |
|
|
2021
Q4 | $1.28M | Sell |
5,028
-10
| -0.2% | -$2.55K | 0.57% | 56 |
|
|
2021
Q3 | $1.26M | Hold |
5,038
| – | – | 0.59% | 56 |
|
|
2021
Q2 | $1.19M | Hold |
5,038
| – | – | 0.58% | 55 |
|
|
2021
Q1 | $1.14M | Hold |
5,038
| – | – | 0.57% | 55 |
|
|
2020
Q4 | $1.07M | Buy |
5,038
+37
| +0.7% | +$7.84K | 0.63% | 53 |
|
|
2020
Q3 | $901K | Buy |
5,001
+961
| +24% | +$173K | 0.59% | 53 |
|
|
2020
Q2 | $667K | Buy |
+4,040
| New | +$667K | 0.48% | 69 |
|