Steph & Co’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 | $3.6M | Buy |
12,652
+8,376
| +196% | +$2.38M | 1.17% | 19 |
|
|
2025
Q1 | $1.05M | Sell |
4,276
-8
| -0.2% | -$1.96K | 0.38% | 29 |
|
|
2024
Q4 | $1.09M | Sell |
4,284
-127
| -3% | -$32.2K | 0.37% | 29 |
|
|
2024
Q3 | $1.07M | Sell |
4,411
-27
| -0.6% | -$6.57K | 0.34% | 30 |
|
|
2024
Q2 | $1.02M | Sell |
4,438
-31
| -0.7% | -$7.12K | 0.35% | 29 |
|
|
2024
Q1 | $1.05M | Sell |
4,469
-73
| -2% | -$17.2K | 0.36% | 29 |
|
|
2023
Q4 | $997K | Sell |
4,542
-285
| -6% | -$62.6K | 0.49% | 27 |
|
|
2023
Q3 | $940K | Sell |
4,827
-71
| -1% | -$13.8K | 0.53% | 28 |
|
|
2023
Q2 | $1.01M | Sell |
4,898
-449
| -8% | -$92.4K | 0.55% | 28 |
|
|
2023
Q1 | $1.04M | Sell |
5,347
-257
| -5% | -$50.1K | 0.65% | 25 |
|
|
2022
Q4 | $1.01M | Buy |
5,604
+624
| +13% | +$112K | 0.64% | 25 |
|
|
2022
Q3 | $849K | Buy |
4,980
+314
| +7% | +$53.5K | 0.59% | 24 |
|
|
2022
Q2 | $818K | Buy |
4,666
+1,624
| +53% | +$285K | 0.5% | 26 |
|
|
2022
Q1 | $678K | Sell |
3,042
-79
| -3% | -$17.6K | 0.4% | 28 |
|
|
2021
Q4 | $795K | Hold |
3,121
| – | – | 0.46% | 25 |
|
|
2021
Q3 | $737K | Buy |
3,121
+46
| +1% | +$10.9K | 0.47% | 24 |
|
|
2021
Q2 | $727K | Sell |
3,075
-94
| -3% | -$22.2K | 0.47% | 23 |
|
|
2021
Q1 | $680K | Sell |
3,169
-188
| -6% | -$40.3K | 0.47% | 24 |
|
|
2020
Q4 | $712K | Sell |
3,357
-28
| -0.8% | -$5.94K | 0.54% | 25 |
|
|
2020
Q3 | $610K | Sell |
3,385
-26
| -0.8% | -$4.69K | 0.57% | 24 |
|
|
2020
Q2 | $563K | Sell |
3,411
-1,255
| -27% | -$207K | 0.56% | 25 |
|
|
2020
Q1 | $591K | Buy |
4,666
+801
| +21% | +$101K | 0.67% | 28 |
|
|
2019
Q4 | $614K | Buy |
+3,865
| New | +$614K | 0.52% | 32 |
|