Summit Financial Strategies’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207K | Sell |
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|
2025
Q2 | $202K | Sell |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $216K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $481K | Hold |
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|
2020
Q3 | $409K | Hold |
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|
2020
Q2 | $374K | Buy |
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