SHFA
SC&H Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
3,571
| – | – | 0.17% | 64 |
|
|
2025
Q1 | $874K | Hold |
3,571
| – | – | 0.17% | 70 |
|
|
2024
Q4 | $906K | Hold |
3,571
| – | – | 0.19% | 66 |
|
|
2024
Q3 | $870K | Hold |
3,571
| – | – | 0.19% | 70 |
|
|
2024
Q2 | $820K | Sell |
3,571
-457
| -11% | -$105K | 0.2% | 68 |
|
|
2024
Q1 | $950K | Hold |
4,028
| – | – | 0.25% | 62 |
|
|
2023
Q4 | $885K | Hold |
4,028
| – | – | 0.26% | 61 |
|
|
2023
Q3 | $785K | Hold |
4,028
| – | – | 0.26% | 64 |
|
|
2023
Q2 | $829K | Buy |
4,028
+1
| +0% | +$206 | 0.27% | 67 |
|
|
2023
Q1 | $785K | Sell |
4,027
-101
| -2% | -$19.7K | 0.29% | 66 |
|
|
2022
Q4 | $742K | Buy |
4,128
+7
| +0.2% | +$1.26K | 0.31% | 66 |
|
|
2022
Q3 | $703K | Buy |
4,121
+7
| +0.2% | +$1.19K | 0.35% | 60 |
|
|
2022
Q2 | $722K | Buy |
4,114
+5
| +0.1% | +$877 | 0.34% | 61 |
|
|
2022
Q1 | $916K | Sell |
4,109
-652
| -14% | -$145K | 0.44% | 52 |
|
|
2021
Q4 | $1.21M | Buy |
+4,761
| New | +$1.21M | 0.67% | 35 |
|