Steward Partners Investment Advisory’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 | $13.6M | Buy |
47,707
+616
| +1% | +$175K | 0.11% | 192 |
|
|
2025
Q1 | $11.5M | Buy |
47,091
+615
| +1% | +$150K | 0.1% | 198 |
|
|
2024
Q4 | $11.8M | Buy |
46,476
+1,116
| +2% | +$283K | 0.1% | 190 |
|
|
2024
Q3 | $11M | Buy |
45,360
+4,877
| +12% | +$1.19M | 0.1% | 196 |
|
|
2024
Q2 | $9.29M | Buy |
40,483
+6,778
| +20% | +$1.56M | 0.1% | 208 |
|
|
2024
Q1 | $7.95M | Sell |
33,705
-230
| -0.7% | -$54.2K | 0.09% | 244 |
|
|
2023
Q4 | $7.45M | Buy |
33,935
+6,737
| +25% | +$1.48M | 0.1% | 209 |
|
|
2023
Q3 | $5.3M | Buy |
27,198
+5,333
| +24% | +$1.04M | 0.08% | 246 |
|
|
2023
Q2 | $4.5M | Buy |
21,865
+559
| +3% | +$115K | 0.07% | 282 |
|
|
2023
Q1 | $4.15M | Sell |
21,306
-280
| -1% | -$54.6K | 0.07% | 286 |
|
|
2022
Q4 | $3.88M | Buy |
21,586
+19,883
| +1,168% | +$3.57M | 0.07% | 300 |
|
|
2022
Q3 | $290K | Buy |
1,703
+82
| +5% | +$14K | 0.01% | 1045 |
|
|
2022
Q2 | $284K | Hold |
1,621
| – | – | 0.01% | 1060 |
|
|
2022
Q1 | $361K | Sell |
1,621
-2,230
| -58% | -$497K | 0.01% | 1051 |
|
|
2021
Q4 | $981K | Buy |
3,851
+2,382
| +162% | +$607K | 0.01% | 697 |
|
|
2021
Q3 | $347K | Buy |
1,469
+110
| +8% | +$26K | 0.01% | 1048 |
|
|
2021
Q2 | $321K | Sell |
1,359
-16,135
| -92% | -$3.81M | 0.01% | 1152 |
|
|
2021
Q1 | $3.75M | Buy |
17,494
+16,055
| +1,116% | +$3.45M | 0.07% | 302 |
|
|
2020
Q4 | $305K | Sell |
1,439
-2,239
| -61% | -$475K | 0.01% | 909 |
|
|
2020
Q3 | $663K | Buy |
3,678
+2,160
| +142% | +$389K | 0.02% | 591 |
|
|
2020
Q2 | $251K | Buy |
1,518
+165
| +12% | +$27.3K | 0.01% | 807 |
|
|
2020
Q1 | $171K | Buy |
1,353
+87
| +7% | +$11K | 0.01% | 838 |
|
|
2019
Q4 | $201K | Buy |
1,266
+73
| +6% | +$11.6K | 0.01% | 880 |
|
|
2019
Q3 | $176K | Buy |
1,193
+50
| +4% | +$7.38K | 0.01% | 884 |
|
|
2019
Q2 | $170K | Buy |
+1,143
| New | +$170K | 0.01% | 868 |
|
|
2018
Q4 | – | Sell |
-1,133
| Closed | -$161K | – | 2122 |
|
|
2018
Q3 | $161K | Sell |
1,133
-280
| -20% | -$39.8K | 0.01% | 785 |
|
|
2018
Q2 | $190K | Sell |
1,413
-52
| -4% | -$6.99K | 0.01% | 660 |
|
|
2018
Q1 | $189K | Buy |
1,465
+175
| +14% | +$22.6K | 0.01% | 628 |
|
|
2017
Q4 | $164K | Sell |
1,290
-1,740
| -57% | -$221K | 0.01% | 561 |
|
|
2017
Q3 | $368K | Buy |
3,030
+20
| +0.7% | +$2.43K | 0.04% | 352 |
|
|
2017
Q2 | $354K | Hold |
3,010
| – | – | 0.04% | 324 |
|
|
2017
Q1 | $339K | Buy |
3,010
+702
| +30% | +$79.1K | 0.05% | 250 |
|
|
2016
Q4 | $243K | Buy |
+2,308
| New | +$243K | 0.11% | 158 |
|