Summit Financial Strategies’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 | $202K | Sell |
712
-144
| -17% | -$41K | 0.02% | 144 |
|
|
2025
Q1 | $209K | Sell |
856
-72
| -8% | -$17.6K | 0.02% | 139 |
|
|
2024
Q4 | $235K | Hold |
928
| – | – | 0.03% | 129 |
|
|
2024
Q3 | $226K | Buy |
928
+4
| +0.4% | +$974 | 0.03% | 133 |
|
|
2024
Q2 | $212K | Hold |
924
| – | – | 0.03% | 135 |
|
|
2024
Q1 | $218K | Hold |
924
| – | – | 0.03% | 133 |
|
|
2023
Q4 | $203K | Buy |
+924
| New | +$203K | 0.03% | 136 |
|
|
2022
Q2 | – | Sell |
-915
| Closed | -$204K | – | 132 |
|
|
2022
Q1 | $204K | Hold |
915
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $233K | Hold |
915
| – | – | 0.05% | 108 |
|
|
2021
Q3 | $216K | Hold |
915
| – | – | 0.04% | 110 |
|
|
2021
Q2 | $216K | Buy |
+915
| New | +$216K | 0.04% | 112 |
|
|
2021
Q1 | – | Sell |
-2,268
| Closed | -$481K | – | 79 |
|
|
2020
Q4 | $481K | Hold |
2,268
| – | – | 0.17% | 41 |
|
|
2020
Q3 | $409K | Hold |
2,268
| – | – | 0.17% | 40 |
|
|
2020
Q2 | $374K | Buy |
+2,268
| New | +$374K | 0.17% | 40 |
|