Swan Capital’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
$12.8M Buy
45,147
+20,285
+82% +$5.77M 5.58% 7
2025
Q1
$6.08M Buy
24,862
+5,339
+27% +$1.31M 2.81% 15
2024
Q4
$4.95M Sell
19,523
-6,582
-25% -$1.67M 2.42% 16
2024
Q3
$6.36M Sell
26,105
-12,407
-32% -$3.02M 3.13% 14
2024
Q2
$8.84M Sell
38,512
-24,167
-39% -$5.55M 4.82% 7
2024
Q1
$14.8M Sell
62,679
-4,463
-7% -$1.05M 8.4% 6
2023
Q4
$14.7M Buy
67,142
+5,740
+9% +$1.26M 9.28% 3
2023
Q3
$12M Buy
+61,402
New +$12M 9.53% 4
2023
Q1
$10.8M Buy
+55,485
New +$10.8M 10.43% 3