Sigma Planning Corp’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
$1.74M Buy
6,123
+424
+7% +$121K 0.05% 341
2025
Q1
$1.39M Buy
5,699
+505
+10% +$124K 0.04% 378
2024
Q4
$1.32M Sell
5,194
-672
-11% -$171K 0.04% 400
2024
Q3
$1.43M Buy
5,866
+90
+2% +$21.9K 0.04% 382
2024
Q2
$1.33M Sell
5,776
-105
-2% -$24.1K 0.04% 394
2024
Q1
$1.39M Buy
5,881
+4,838
+464% +$1.14M 0.04% 406
2023
Q4
$229K Sell
1,043
-4,357
-81% -$957K 0.02% 723
2023
Q3
$1.05M Sell
5,400
-336
-6% -$65.5K 0.04% 442
2023
Q2
$1.18M Sell
5,736
-1,591
-22% -$327K 0.04% 407
2023
Q1
$1.43M Buy
7,327
+448
+7% +$87.3K 0.05% 388
2022
Q4
$1.24M Buy
6,879
+810
+13% +$146K 0.04% 407
2022
Q3
$1.04M Buy
6,069
+206
+4% +$35.1K 0.04% 446
2022
Q2
$1.03M Sell
5,863
-61
-1% -$10.7K 0.04% 452
2022
Q1
$1.32M Sell
5,924
-175
-3% -$39K 0.04% 434
2021
Q4
$1.55M Buy
6,099
+146
+2% +$37.2K 0.04% 386
2021
Q3
$1.41M Sell
5,953
-568
-9% -$134K 0.04% 432
2021
Q2
$1.54M Sell
6,521
-6,053
-48% -$1.43M 0.05% 398
2021
Q1
$2.7M Buy
12,574
+841
+7% +$180K 0.09% 253
2020
Q4
$2.49M Buy
11,733
+1,382
+13% +$293K 0.08% 238
2020
Q3
$1.87M Sell
10,351
-1,432
-12% -$258K 0.07% 252
2020
Q2
$1.95M Buy
11,783
+275
+2% +$45.4K 0.09% 241
2020
Q1
$1.46M Buy
11,508
+602
+6% +$76.3K 0.09% 240
2019
Q4
$1.73M Buy
10,906
+1,797
+20% +$285K 0.07% 278
2019
Q3
$1.35M Sell
9,109
-353
-4% -$52.3K 0.06% 305
2019
Q2
$1.41M Buy
9,462
+2,798
+42% +$418K 0.07% 275
2019
Q1
$951K Buy
6,664
+331
+5% +$47.2K 0.05% 326
2018
Q4
$758K Sell
6,333
-174
-3% -$20.8K 0.06% 309
2018
Q3
$927K Sell
6,507
-856
-12% -$122K 0.05% 309
2018
Q2
$990K Buy
7,363
+368
+5% +$49.5K 0.07% 286
2018
Q1
$907K Buy
6,995
+346
+5% +$44.9K 0.07% 281
2017
Q4
$849K Sell
6,649
-6
-0.1% -$766 0.07% 291
2017
Q3
$810K Buy
6,655
+1,235
+23% +$150K 0.07% 297
2017
Q2
$638K Buy
5,420
+294
+6% +$34.6K 0.06% 343
2017
Q1
$579K Buy
5,126
+65
+1% +$7.34K 0.06% 353
2016
Q4
$535K Sell
5,061
-108
-2% -$11.4K 0.06% 331
2016
Q3
$550K Buy
5,169
+374
+8% +$39.8K 0.07% 317
2016
Q2
$489K Sell
4,795
-34
-0.7% -$3.47K 0.06% 335
2016
Q1
$484K Buy
+4,829
New +$484K 0.07% 321
2015
Q3
Sell
-4,266
Closed -$455K 745
2015
Q2
$455K Buy
4,266
+496
+13% +$52.9K 0.06% 364
2015
Q1
$407K Buy
+3,770
New +$407K 0.05% 408