Safeguard Financial’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
Q1 | $1.7M | Sell |
6,968
-520
| -7% | -$127K | 0.37% | 27 |
|
2024
Q4 | $1.9M | Sell |
7,488
-1,942
| -21% | -$493K | 0.41% | 25 |
|
2024
Q3 | $2.3M | Sell |
9,430
-730
| -7% | -$178K | 0.54% | 18 |
|
2024
Q2 | $2.33M | Buy |
10,160
+477
| +5% | +$109K | 0.65% | 16 |
|
2024
Q1 | $2.28M | Buy |
9,683
+512
| +6% | +$121K | 0.74% | 15 |
|
2023
Q4 | $2.01M | Buy |
9,171
+2,260
| +33% | +$496K | 0.76% | 16 |
|
2023
Q3 | $1.35M | Buy |
6,911
+1,277
| +23% | +$249K | 0.65% | 20 |
|
2023
Q2 | $1.16M | Buy |
5,634
+1,201
| +27% | +$247K | 0.56% | 22 |
|
2023
Q1 | $864K | Sell |
4,433
-233
| -5% | -$45.4K | 0.52% | 28 |
|
2022
Q4 | $839K | Sell |
4,666
-986
| -17% | -$177K | 0.6% | 29 |
|
2022
Q3 | $964K | Buy |
5,652
+969
| +21% | +$165K | 0.89% | 21 |
|
2022
Q2 | $821K | Buy |
4,683
+2,791
| +148% | +$489K | 0.98% | 21 |
|
2022
Q1 | $422K | Buy |
+1,892
| New | +$422K | 0.63% | 30 |
|