Sovereign Financial Group’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 | $528K | Buy |
1,855
+9
| +0.5% | +$2.56K | 0.11% | 170 |
|
|
2025
Q1 | $452K | Sell |
1,846
-6
| -0.3% | -$1.47K | 0.1% | 174 |
|
|
2024
Q4 | $470K | Buy |
1,852
+21
| +1% | +$5.33K | 0.11% | 171 |
|
|
2024
Q3 | $446K | Hold |
1,831
| – | – | 0.1% | 172 |
|
|
2024
Q2 | $420K | Sell |
1,831
-61
| -3% | -$14K | 0.1% | 179 |
|
|
2024
Q1 | $446K | Sell |
1,892
-367
| -16% | -$86.5K | 0.12% | 167 |
|
|
2023
Q4 | $496K | Buy |
+2,259
| New | +$496K | 0.15% | 135 |
|