Sterling Investment Counsel’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
$904K Sell
3,178
-2,600
-45% -$739K 0.53% 29
2025
Q1
$1.41M Buy
5,778
+1,524
+36% +$373K 0.48% 39
2024
Q4
$1.08M Sell
4,254
-900
-17% -$228K 0.71% 25
2024
Q3
$1.25M Buy
5,154
+23
+0.4% +$5.6K 0.45% 46
2024
Q2
$1.18M Buy
5,131
+2,102
+69% +$483K 0.46% 41
2024
Q1
$714K Buy
3,029
+1,752
+137% +$413K 0.33% 58
2023
Q4
$280K Buy
+1,277
New +$280K 0.14% 119
2022
Q1
Sell
-1,628
Closed -$415K 161
2021
Q4
$415K Buy
+1,628
New +$415K 0.28% 83