Sigma Investment Counselors’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
$264K Hold
928
0.01% 179
2025
Q1
$227K Buy
928
+83
+10% +$20.3K 0.01% 178
2024
Q4
$214K Hold
845
0.01% 189
2024
Q3
$206K Buy
+845
New +$206K 0.01% 193
2022
Q2
Sell
-1,027
Closed -$229K 192
2022
Q1
$229K Hold
1,027
0.02% 174
2021
Q4
$261K Hold
1,027
0.02% 169
2021
Q3
$243K Hold
1,027
0.02% 171
2021
Q2
$243K Hold
1,027
0.02% 171
2021
Q1
$220K Hold
1,027
0.02% 172
2020
Q4
$218K Buy
+1,027
New +$218K 0.02% 166