Stevens Capital Partners’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 | $2.07M | Buy |
7,169
+1,407
| +24% | +$407K | 0.74% | 26 |
|
2025
Q1 | $1.41M | Buy |
5,762
+910
| +19% | +$223K | 0.66% | 29 |
|
2024
Q4 | $1.23M | Sell |
4,852
-20
| -0.4% | -$5.08K | 0.56% | 29 |
|
2024
Q3 | $1.19M | Buy |
4,872
+13
| +0.3% | +$3.17K | 0.57% | 30 |
|
2024
Q2 | $1.12M | Buy |
4,859
+183
| +4% | +$42K | 0.58% | 30 |
|
2024
Q1 | $1.1M | Sell |
4,676
-329
| -7% | -$77.6K | 0.66% | 29 |
|
2023
Q4 | $1.1M | Buy |
5,005
+727
| +17% | +$160K | 0.76% | 27 |
|
2023
Q3 | $833K | Sell |
4,278
-795
| -16% | -$155K | 0.67% | 27 |
|
2023
Q2 | $1.04M | Sell |
5,073
-575
| -10% | -$118K | 0.81% | 26 |
|
2023
Q1 | $1.1M | Sell |
5,648
-141
| -2% | -$27.5K | 0.92% | 25 |
|
2022
Q4 | $1.04M | Buy |
+5,789
| New | +$1.04M | 0.92% | 26 |
|