Strategic Investment Advisors’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 | $14.6M | Buy |
51,291
+4,353
| +9% | +$1.24M | 1.42% | 20 |
|
|
2025
Q1 | $11.5M | Buy |
46,938
+4,320
| +10% | +$1.06M | 1.22% | 26 |
|
|
2024
Q4 | $10.8M | Buy |
42,618
+2,937
| +7% | +$745K | 1.15% | 28 |
|
|
2024
Q3 | $9.66M | Buy |
39,681
+1,901
| +5% | +$463K | 1.06% | 28 |
|
|
2024
Q2 | $8.67M | Buy |
37,780
+1,376
| +4% | +$316K | 1.06% | 26 |
|
|
2024
Q1 | $8.58M | Sell |
36,404
-58
| -0.2% | -$13.7K | 1.1% | 25 |
|
|
2023
Q4 | $8.01M | Buy |
36,462
+592
| +2% | +$130K | 1.16% | 25 |
|
|
2023
Q3 | $6.99M | Sell |
35,870
-36,178
| -50% | -$7.05M | 1.15% | 21 |
|
|
2023
Q2 | $14.8M | Buy |
72,048
+37,038
| +106% | +$7.62M | 2.06% | 12 |
|
|
2023
Q1 | $6.82M | Buy |
35,010
+3,137
| +10% | +$611K | 1.23% | 19 |
|
|
2022
Q4 | $5.73M | Buy |
31,873
+5,715
| +22% | +$1.03M | 1.19% | 21 |
|
|
2022
Q3 | $4.46M | Buy |
26,158
+5,683
| +28% | +$969K | 1.01% | 23 |
|
|
2022
Q2 | $3.59M | Buy |
20,475
+1,003
| +5% | +$176K | 0.72% | 26 |
|
|
2022
Q1 | $4.34M | Buy |
19,472
+512
| +3% | +$114K | 0.82% | 26 |
|
|
2021
Q4 | $4.83M | Buy |
18,960
+56
| +0.3% | +$14.3K | 0.93% | 25 |
|
|
2021
Q3 | $4.47M | Buy |
18,904
+432
| +2% | +$102K | 0.98% | 26 |
|
|
2021
Q2 | $4.37M | Buy |
18,472
+476
| +3% | +$113K | 1% | 26 |
|
|
2021
Q1 | $3.86M | Buy |
17,996
+306
| +2% | +$65.7K | 1% | 29 |
|
|
2020
Q4 | $3.75M | Buy |
17,690
+12,692
| +254% | +$2.69M | 1.08% | 26 |
|
|
2020
Q3 | $901K | Buy |
4,998
+587
| +13% | +$106K | 0.3% | 65 |
|
|
2020
Q2 | $728K | Buy |
4,411
+27
| +0.6% | +$4.46K | 0.27% | 70 |
|
|
2020
Q1 | $555K | Buy |
4,384
+821
| +23% | +$104K | 0.25% | 73 |
|
|
2019
Q4 | $566K | Buy |
3,563
+1,169
| +49% | +$186K | 0.23% | 73 |
|
|
2019
Q3 | $355K | Buy |
2,394
+584
| +32% | +$86.6K | 0.17% | 91 |
|
|
2019
Q2 | $274K | Buy |
+1,810
| New | +$274K | 0.15% | 107 |
|