Simplicity Wealth’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 | $1.15M | Buy |
+4,042
| New | +$1.15M | 0.05% | 305 |
|
2024
Q3 | – | Sell |
-6,686
| Closed | -$1.53M | – | 1194 |
|
2024
Q2 | $1.53M | Buy |
6,686
+2,077
| +45% | +$477K | 0.03% | 412 |
|
2024
Q1 | $1.09M | Buy |
+4,609
| New | +$1.09M | 0.03% | 494 |
|
2022
Q3 | – | Sell |
-1,170
| Closed | -$205K | – | 72 |
|
2022
Q2 | $205K | Sell |
1,170
-55
| -4% | -$9.64K | 0.3% | 53 |
|
2022
Q1 | $273K | Buy |
1,225
+76
| +7% | +$16.9K | 0.27% | 58 |
|
2021
Q4 | $293K | Buy |
+1,149
| New | +$293K | 0.16% | 58 |
|