Sequoia Financial Advisors’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 | $962K | Buy |
3,381
+92
| +3% | +$26.2K | 0.01% | 697 |
|
|
2025
Q1 | $805K | Sell |
3,289
-284
| -8% | -$69.5K | 0.01% | 692 |
|
|
2024
Q4 | $907K | Buy |
3,573
+733
| +26% | +$186K | 0.01% | 601 |
|
|
2024
Q3 | $691K | Sell |
2,840
-3
| -0.1% | -$730 | 0.01% | 647 |
|
|
2024
Q2 | $653K | Buy |
2,843
+1,951
| +219% | +$448K | 0.01% | 605 |
|
|
2024
Q1 | $210K | Buy |
+892
| New | +$210K | ﹤0.01% | 1035 |
|
|
2023
Q2 | – | Sell |
-1,824
| Closed | -$356K | – | 998 |
|
|
2023
Q1 | $356K | Sell |
1,824
-64
| -3% | -$12.5K | 0.01% | 566 |
|
|
2022
Q4 | $339K | Buy |
1,888
+391
| +26% | +$70.3K | 0.01% | 545 |
|
|
2022
Q3 | $255K | Sell |
1,497
-40
| -3% | -$6.81K | 0.01% | 436 |
|
|
2022
Q2 | $269K | Sell |
1,537
-294
| -16% | -$51.5K | 0.01% | 472 |
|
|
2022
Q1 | $408K | Buy |
1,831
+8
| +0.4% | +$1.78K | 0.01% | 406 |
|
|
2021
Q4 | $464K | Buy |
+1,823
| New | +$464K | 0.01% | 338 |
|
|
2021
Q3 | – | Sell |
-1,279
| Closed | -$302K | – | 453 |
|
|
2021
Q2 | $302K | Buy |
1,279
+1
| +0.1% | +$236 | 0.01% | 377 |
|
|
2021
Q1 | $274K | Hold |
1,278
| – | – | 0.01% | 359 |
|
|
2020
Q4 | $271K | Sell |
1,278
-34
| -3% | -$7.21K | 0.01% | 337 |
|
|
2020
Q3 | $236K | Buy |
+1,312
| New | +$236K | 0.01% | 343 |
|
|
2020
Q1 | – | Sell |
-1,483
| Closed | -$235K | – | 414 |
|
|
2019
Q4 | $235K | Sell |
1,483
-933
| -39% | -$148K | 0.01% | 339 |
|
|
2019
Q3 | $358K | Buy |
+2,416
| New | +$358K | 0.03% | 251 |
|