Sterling Financial Planning’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 | $3.13M | Buy |
11,023
+1,476
| +15% | +$420K | 1.05% | 27 |
|
|
2025
Q1 | $2.34M | Buy |
9,547
+374
| +4% | +$91.5K | 0.85% | 33 |
|
|
2024
Q4 | $2.33M | Sell |
9,173
-52
| -0.6% | -$13.2K | 0.86% | 35 |
|
|
2024
Q3 | $2.25M | Sell |
9,225
-84
| -0.9% | -$20.5K | 0.83% | 32 |
|
|
2024
Q2 | $2.14M | Sell |
9,309
-228
| -2% | -$52.3K | 0.87% | 32 |
|
|
2024
Q1 | $2.25M | Sell |
9,537
-361
| -4% | -$85.1K | 0.91% | 34 |
|
|
2023
Q4 | $2.17M | Buy |
9,898
+1
| +0% | +$220 | 0.94% | 33 |
|
|
2023
Q3 | $1.93M | Sell |
9,897
-9
| -0.1% | -$1.75K | 0.99% | 31 |
|
|
2023
Q2 | $2.04M | Buy |
9,906
+289
| +3% | +$59.5K | 1.01% | 31 |
|
|
2023
Q1 | $1.87M | Buy |
9,617
+108
| +1% | +$21K | 1.02% | 31 |
|
|
2022
Q4 | $1.71M | Buy |
9,509
+196
| +2% | +$35.2K | 1.02% | 30 |
|
|
2022
Q3 | $1.59M | Buy |
9,313
+631
| +7% | +$108K | 1.11% | 25 |
|
|
2022
Q2 | $1.52M | Buy |
8,682
+614
| +8% | +$108K | 1.07% | 25 |
|
|
2022
Q1 | $1.8M | Buy |
8,068
+120
| +2% | +$26.7K | 1.13% | 24 |
|
|
2021
Q4 | $2.02M | Buy |
7,948
+92
| +1% | +$23.4K | 1.27% | 23 |
|
|
2021
Q3 | $1.86M | Buy |
7,856
+697
| +10% | +$165K | 1.18% | 22 |
|
|
2021
Q2 | $1.69M | Buy |
7,159
+310
| +5% | +$73.3K | 1.1% | 23 |
|
|
2021
Q1 | $1.47M | Sell |
6,849
-113
| -2% | -$24.3K | 1.05% | 22 |
|
|
2020
Q4 | $1.48M | Buy |
+6,962
| New | +$1.48M | 1.19% | 20 |
|