Topel & Distasi Wealth Management’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 | – | Sell |
-3,585
| Closed | -$877K | – | 73 |
|
|
2025
Q1 | $877K | Sell |
3,585
-1,082
| -23% | -$265K | 0.41% | 47 |
|
|
2024
Q4 | $1.18M | Hold |
4,667
| – | – | 0.51% | 40 |
|
|
2024
Q3 | $1.14M | Hold |
4,667
| – | – | 0.47% | 44 |
|
|
2024
Q2 | $1.07M | Hold |
4,667
| – | – | 0.47% | 43 |
|
|
2024
Q1 | $1.1M | Hold |
4,667
| – | – | 0.49% | 43 |
|
|
2023
Q4 | $1.02M | Sell |
4,667
-478
| -9% | -$105K | 0.49% | 41 |
|
|
2023
Q3 | $1M | Hold |
5,145
| – | – | 0.53% | 41 |
|
|
2023
Q2 | $1.06M | Hold |
5,145
| – | – | 0.53% | 41 |
|
|
2023
Q1 | $1M | Hold |
5,145
| – | – | 0.52% | 42 |
|
|
2022
Q4 | $925K | Hold |
5,145
| – | – | 0.52% | 40 |
|
|
2022
Q3 | $967K | Buy |
+5,145
| New | +$967K | 0.53% | 41 |
|
|
2022
Q1 | – | Sell |
-4,013
| Closed | -$1.02M | – | 80 |
|
|
2021
Q4 | $1.02M | Buy |
+4,013
| New | +$1.02M | 0.42% | 48 |
|