Total Wealth Planning’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 | $18.5M | Buy |
65,148
+1,288
| +2% | +$366K | 2.34% | 15 |
|
|
2025
Q1 | $15.6M | Sell |
63,860
-134
| -0.2% | -$32.8K | 2.39% | 14 |
|
|
2024
Q4 | $16.2M | Buy |
63,994
+621
| +1% | +$158K | 2.53% | 14 |
|
|
2024
Q3 | $15.4M | Buy |
63,373
+1,616
| +3% | +$393K | 2.41% | 14 |
|
|
2024
Q2 | $14.8M | Buy |
61,757
+1,100
| +2% | +$264K | 2.43% | 14 |
|
|
2024
Q1 | $14.3M | Buy |
60,657
+186
| +0.3% | +$43.9K | 2.46% | 14 |
|
|
2023
Q4 | $13.3M | Buy |
60,471
+1,934
| +3% | +$425K | 2.41% | 14 |
|
|
2023
Q3 | $11.4M | Buy |
58,537
+1,916
| +3% | +$373K | 2.33% | 13 |
|
|
2023
Q2 | $11.7M | Buy |
56,621
+1,606
| +3% | +$330K | 2.43% | 13 |
|
|
2023
Q1 | $10.7M | Buy |
55,015
+5,683
| +12% | +$1.11M | 2.36% | 14 |
|
|
2022
Q4 | $8.87M | Buy |
49,332
+1,803
| +4% | +$324K | 2.2% | 13 |
|
|
2022
Q3 | $8.11M | Buy |
47,529
+6,323
| +15% | +$1.08M | 2.3% | 11 |
|
|
2022
Q2 | $7.23M | Buy |
41,206
+2,708
| +7% | +$475K | 2.09% | 13 |
|
|
2022
Q1 | $8.58M | Buy |
38,498
+18,652
| +94% | +$4.16M | 2.32% | 9 |
|
|
2021
Q4 | $2.83M | Sell |
19,846
-12,344
| -38% | -$1.76M | 1.75% | 14 |
|
|
2021
Q3 | $7.61M | Buy |
32,190
+1,887
| +6% | +$446K | 2.76% | 10 |
|
|
2021
Q2 | $7.16M | Buy |
30,303
+2,522
| +9% | +$596K | 2.81% | 10 |
|
|
2021
Q1 | $5.96M | Buy |
27,781
+1,790
| +7% | +$384K | 2.53% | 11 |
|
|
2020
Q4 | $5.51M | Buy |
25,991
+683
| +3% | +$145K | 2.55% | 11 |
|
|
2020
Q3 | $4.56M | Sell |
25,308
-1,794
| -7% | -$323K | 2.37% | 11 |
|
|
2020
Q2 | $4.47M | Buy |
27,102
+1,687
| +7% | +$278K | 2.48% | 11 |
|
|
2020
Q1 | $3.22M | Buy |
25,415
+7,280
| +40% | +$922K | 2.09% | 12 |
|
|
2019
Q4 | $2.88M | Sell |
18,135
-610
| -3% | -$96.8K | 1.54% | 15 |
|
|
2019
Q3 | $2.78M | Sell |
18,745
-528
| -3% | -$78.2K | 1.58% | 15 |
|
|
2019
Q2 | $2.88M | Sell |
19,273
-573
| -3% | -$85.6K | 1.7% | 14 |
|
|
2019
Q1 | $2.83M | Sell |
19,846
-342
| -2% | -$48.8K | 1.75% | 14 |
|
|
2018
Q4 | $2.42M | Buy |
+20,188
| New | +$2.42M | 1.67% | 16 |
|