Strategic Financial 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 | $856K | Sell |
3,010
-78
| -3% | -$22.2K | 0.4% | 38 |
|
|
2025
Q1 | $756K | Sell |
3,088
-34
| -1% | -$8.32K | 0.4% | 38 |
|
|
2024
Q4 | $792K | Sell |
3,122
-266
| -8% | -$67.5K | 0.4% | 36 |
|
|
2024
Q3 | $825K | Buy |
3,388
+108
| +3% | +$26.3K | 0.42% | 36 |
|
|
2024
Q2 | $753K | Sell |
3,280
-190
| -5% | -$43.6K | 0.41% | 36 |
|
|
2024
Q1 | $818K | Buy |
3,470
+59
| +2% | +$13.9K | 0.45% | 35 |
|
|
2023
Q4 | $749K | Hold |
3,411
| – | – | 0.44% | 31 |
|
|
2023
Q3 | $664K | Sell |
3,411
-11
| -0.3% | -$2.14K | 0.4% | 35 |
|
|
2023
Q2 | $704K | Sell |
3,422
-233
| -6% | -$47.9K | 0.4% | 36 |
|
|
2023
Q1 | $712K | Sell |
3,655
-430
| -11% | -$83.8K | 0.44% | 36 |
|
|
2022
Q4 | $734K | Sell |
4,085
-74
| -2% | -$13.3K | 0.45% | 32 |
|
|
2022
Q3 | $709K | Sell |
4,159
-395
| -9% | -$67.3K | 0.45% | 28 |
|
|
2022
Q2 | $799K | Sell |
4,554
-142
| -3% | -$24.9K | 0.47% | 28 |
|
|
2022
Q1 | $1.05M | Sell |
4,696
-369
| -7% | -$82.2K | 0.53% | 21 |
|
|
2021
Q4 | $1.29M | Buy |
5,065
+31
| +0.6% | +$7.9K | 0.63% | 21 |
|
|
2021
Q3 | $1.19M | Buy |
5,034
+273
| +6% | +$64.5K | 0.64% | 21 |
|
|
2021
Q2 | $1.13M | Buy |
4,761
+100
| +2% | +$23.6K | 0.62% | 21 |
|
|
2021
Q1 | $1M | Sell |
4,661
-93
| -2% | -$20K | 0.59% | 23 |
|
|
2020
Q4 | $1.01M | Sell |
4,754
-64
| -1% | -$13.6K | 0.66% | 23 |
|
|
2020
Q3 | $868K | Sell |
4,818
-691
| -13% | -$124K | 0.68% | 23 |
|
|
2020
Q2 | $910K | Sell |
5,509
-1,157
| -17% | -$191K | 0.75% | 21 |
|
|
2020
Q1 | $845K | Sell |
6,666
-241
| -3% | -$30.6K | 0.9% | 20 |
|
|
2019
Q4 | $1.1M | Buy |
+6,907
| New | +$1.1M | 0.9% | 21 |
|