Strategic Investment Solutions’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 | $190K | Sell |
667
-1,723
| -72% | -$490K | 0.06% | 124 |
|
|
2025
Q1 | $585K | Buy |
2,390
+242
| +11% | +$59.2K | 0.17% | 65 |
|
|
2024
Q4 | $526K | Sell |
2,148
-66
| -3% | -$16.2K | 0.18% | 66 |
|
|
2024
Q3 | $539K | Sell |
2,214
-83
| -4% | -$20.2K | 0.16% | 68 |
|
|
2024
Q2 | $537K | Buy |
+2,297
| New | +$537K | 0.17% | 64 |
|
|
2023
Q4 | $307K | Sell |
1,398
-97,327
| -99% | -$21.4M | 0.05% | 151 |
|
|
2023
Q3 | $20.3M | Buy |
98,725
+96,491
| +4,319% | +$19.8M | 0.25% | 65 |
|
|
2023
Q2 | $431K | Sell |
2,234
-8,693
| -80% | -$1.68M | 0.09% | 82 |
|
|
2023
Q1 | $2.13M | Sell |
10,927
-2,712
| -20% | -$529K | 0.42% | 45 |
|
|
2022
Q4 | $2.78M | Buy |
+13,639
| New | +$2.78M | 1.37% | 20 |
|