SW
SkyOak Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+817
| New | +$232K | 0.05% | 219 |
|
|
2025
Q1 | – | Sell |
-849
| Closed | -$215K | – | 275 |
|
|
2024
Q4 | $215K | Sell |
849
-5
| -0.6% | -$1.27K | 0.05% | 230 |
|
|
2024
Q3 | $208K | Sell |
854
-28
| -3% | -$6.82K | 0.05% | 221 |
|
|
2024
Q2 | $202K | Sell |
882
-126
| -13% | -$28.9K | 0.05% | 226 |
|
|
2024
Q1 | $238K | Sell |
1,008
-48
| -5% | -$11.3K | 0.06% | 213 |
|
|
2023
Q4 | $232K | Sell |
1,056
-214
| -17% | -$47K | 0.06% | 212 |
|
|
2023
Q3 | $247K | Sell |
1,270
-89
| -7% | -$17.3K | 0.07% | 193 |
|
|
2023
Q2 | $280K | Sell |
1,359
-224
| -14% | -$46.1K | 0.08% | 178 |
|
|
2023
Q1 | $308K | Sell |
1,583
-294
| -16% | -$57.3K | 0.09% | 160 |
|
|
2022
Q4 | $337K | Sell |
1,877
-585
| -24% | -$105K | 0.11% | 148 |
|
|
2022
Q3 | $420K | Sell |
2,462
-6,802
| -73% | -$1.16M | 0.15% | 119 |
|
|
2022
Q2 | $1.63M | Buy |
9,264
+1,332
| +17% | +$234K | 0.55% | 51 |
|
|
2022
Q1 | $1.77M | Buy |
7,932
+787
| +11% | +$175K | 0.49% | 54 |
|
|
2021
Q4 | $1.82M | Buy |
7,145
+920
| +15% | +$234K | 0.46% | 58 |
|
|
2021
Q3 | $1.47M | Buy |
6,225
+122
| +2% | +$28.8K | 0.4% | 67 |
|
|
2021
Q2 | $1.44M | Buy |
6,103
+962
| +19% | +$227K | 0.39% | 68 |
|
|
2021
Q1 | $1.18M | Buy |
5,141
+56
| +1% | +$12.8K | 0.33% | 77 |
|
|
2020
Q4 | $1.08M | Buy |
5,085
+410
| +9% | +$86.9K | 0.34% | 79 |
|
|
2020
Q3 | $842K | Buy |
4,675
+1,454
| +45% | +$262K | 0.3% | 84 |
|
|
2020
Q2 | $532K | Buy |
+3,221
| New | +$532K | 0.2% | 119 |
|
|
2020
Q1 | – | Sell |
-3,943
| Closed | -$626K | – | 306 |
|
|
2019
Q4 | $626K | Buy |
+3,943
| New | +$626K | 0.19% | 121 |
|