Shira Ridge Wealth 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 | $4.5M | Buy |
15,824
+77
| +0.5% | +$21.9K | 2.06% | 14 |
|
|
2025
Q1 | $3.85M | Buy |
15,747
+499
| +3% | +$122K | 1.92% | 16 |
|
|
2024
Q4 | $3.87M | Buy |
15,248
+1,033
| +7% | +$262K | 1.89% | 15 |
|
|
2024
Q3 | $3.46M | Buy |
14,215
+1,704
| +14% | +$415K | 1.76% | 15 |
|
|
2024
Q2 | $2.87M | Buy |
12,511
+84
| +0.7% | +$19.3K | 1.6% | 15 |
|
|
2024
Q1 | $2.93M | Sell |
12,427
-720
| -5% | -$170K | 1.68% | 16 |
|
|
2023
Q4 | $2.89M | Sell |
13,147
-730
| -5% | -$160K | 1.73% | 17 |
|
|
2023
Q3 | $2.7M | Buy |
13,877
+174
| +1% | +$33.9K | 1.78% | 15 |
|
|
2023
Q2 | $2.82M | Buy |
13,703
+611
| +5% | +$126K | 1.77% | 18 |
|
|
2023
Q1 | $2.55M | Buy |
13,092
+246
| +2% | +$47.9K | 1.68% | 18 |
|
|
2022
Q4 | $2.31M | Buy |
+12,846
| New | +$2.31M | 1.59% | 20 |
|