Trivium Point Advisory’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 | $226K | Sell |
795
-4,661
| -85% | -$1.33M | 0.02% | 321 |
|
|
2025
Q1 | $1.33M | Sell |
5,456
-190
| -3% | -$46.5K | 0.17% | 143 |
|
|
2024
Q4 | $1.43M | Buy |
5,646
+937
| +20% | +$238K | 0.18% | 138 |
|
|
2024
Q3 | $1.24M | Buy |
4,709
+574
| +14% | +$151K | 0.17% | 147 |
|
|
2024
Q2 | $949K | Buy |
4,135
+1,902
| +85% | +$437K | 0.14% | 160 |
|
|
2024
Q1 | $527K | Buy |
+2,233
| New | +$527K | 0.11% | 155 |
|
|
2020
Q2 | – | Sell |
-1,550
| Closed | -$211K | – | 172 |
|
|
2020
Q1 | $211K | Sell |
1,550
-2,298
| -60% | -$313K | 0.11% | 130 |
|
|
2019
Q4 | $611K | Buy |
3,848
+973
| +34% | +$154K | 0.24% | 114 |
|
|
2019
Q3 | $419K | Buy |
2,875
+433
| +18% | +$63.1K | 0.19% | 120 |
|
|
2019
Q2 | $365K | Buy |
2,442
+348
| +17% | +$52K | 0.16% | 130 |
|
|
2019
Q1 | $299K | Buy |
+2,094
| New | +$299K | 0.14% | 132 |
|