Truepoint Inc’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 | $295M | Buy |
1,036,103
+13,147
| +1% | +$3.74M | 7.34% | 5 |
|
2025
Q1 | $250M | Buy |
1,022,956
+17,742
| +2% | +$4.34M | 6.79% | 5 |
|
2024
Q4 | $255M | Sell |
1,005,214
-16,737
| -2% | -$4.25M | 6.83% | 6 |
|
2024
Q3 | $249M | Buy |
1,021,951
+12,414
| +1% | +$3.02M | 6.68% | 6 |
|
2024
Q2 | $232M | Sell |
1,009,537
-10,598
| -1% | -$2.43M | 6.61% | 6 |
|
2024
Q1 | $241M | Sell |
1,020,135
-5,710
| -0.6% | -$1.35M | 6.83% | 6 |
|
2023
Q4 | $225M | Sell |
1,025,845
-968
| -0.1% | -$213K | 6.6% | 6 |
|
2023
Q3 | $200M | Buy |
1,026,813
+6,783
| +0.7% | +$1.32M | 6.43% | 6 |
|
2023
Q2 | $210M | Sell |
1,020,030
-617
| -0.1% | -$127K | 6.96% | 5 |
|
2023
Q1 | $199M | Sell |
1,020,647
-8,400
| -0.8% | -$1.64M | 6.85% | 6 |
|
2022
Q4 | $185M | Buy |
1,029,047
+46,378
| +5% | +$8.34M | 6.69% | 6 |
|
2022
Q3 | $168M | Buy |
982,669
+34,080
| +4% | +$5.81M | 8.58% | 3 |
|
2022
Q2 | $166M | Buy |
948,589
+102,081
| +12% | +$17.9M | 8.66% | 4 |
|
2022
Q1 | $189M | Buy |
846,508
+31,550
| +4% | +$7.03M | 8.94% | 4 |
|
2021
Q4 | $208M | Buy |
814,958
+3,456
| +0.4% | +$880K | 9.68% | 4 |
|
2021
Q3 | $192M | Buy |
811,502
+49,183
| +6% | +$11.6M | 9.63% | 4 |
|
2021
Q2 | $180M | Buy |
762,319
+34,803
| +5% | +$8.23M | 9.97% | 3 |
|
2021
Q1 | $156M | Buy |
727,516
+7,050
| +1% | +$1.51M | 9.71% | 3 |
|
2020
Q4 | $153M | Sell |
720,466
-33,112
| -4% | -$7.02M | 10.15% | 3 |
|
2020
Q3 | $136M | Sell |
753,578
-24,298
| -3% | -$4.38M | 10.38% | 3 |
|
2020
Q2 | $128M | Sell |
777,876
-87,428
| -10% | -$14.4M | 10.34% | 3 |
|
2020
Q1 | $110M | Sell |
865,304
-47,472
| -5% | -$6.01M | 10.02% | 3 |
|
2019
Q4 | $145M | Sell |
912,776
-6,530
| -0.7% | -$1.04M | 10.98% | 3 |
|
2019
Q3 | $136M | Buy |
919,306
+1,710
| +0.2% | +$253K | 11.92% | 3 |
|
2019
Q2 | $137M | Sell |
917,596
-3,248
| -0.4% | -$485K | 11.05% | 3 |
|
2019
Q1 | $131M | Sell |
920,844
-14,727
| -2% | -$2.1M | 11.23% | 3 |
|
2018
Q4 | $112M | Sell |
935,571
-10,859
| -1% | -$1.3M | 10.69% | 3 |
|
2018
Q3 | $135M | Sell |
946,430
-10,748
| -1% | -$1.53M | 11.65% | 3 |
|
2018
Q2 | $129M | Buy |
957,178
+832,717
| +669% | +$112M | 11.58% | 3 |
|
2018
Q1 | $960K | Sell |
124,461
-831,615
| -87% | -$6.42M | 7.47% | 5 |
|
2017
Q4 | $122M | Sell |
956,076
-926
| -0.1% | -$118K | 11.48% | 3 |
|
2017
Q3 | $117M | Buy |
957,002
+14,857
| +2% | +$1.81M | 11.42% | 3 |
|
2017
Q2 | $112M | Buy |
942,145
+16,985
| +2% | +$2.02M | 11.26% | 3 |
|
2017
Q1 | $104M | Buy |
925,160
+10,473
| +1% | +$1.18M | 11.24% | 3 |
|
2016
Q4 | $101M | Buy |
914,687
+34,694
| +4% | +$3.84M | 11.26% | 3 |
|
2016
Q3 | $93.6M | Buy |
879,993
+17,963
| +2% | +$1.91M | 11.38% | 3 |
|
2016
Q2 | $87.8M | Buy |
862,030
+3,885
| +0.5% | +$396K | 11.28% | 3 |
|
2016
Q1 | $86M | Buy |
858,145
+20,622
| +2% | +$2.07M | 11.37% | 3 |
|
2015
Q4 | $83.5M | Buy |
837,523
+36,877
| +5% | +$3.68M | 11.57% | 3 |
|
2015
Q3 | $77.9M | Buy |
800,646
+4,355
| +0.5% | +$424K | 11.61% | 3 |
|
2015
Q2 | $84.9M | Buy |
796,291
+37,447
| +5% | +$3.99M | 12.76% | 3 |
|
2015
Q1 | $82M | Sell |
758,844
-25,475
| -3% | -$2.75M | 12.82% | 3 |
|
2014
Q4 | $79.7M | Buy |
784,319
+3,655
| +0.5% | +$371K | 12.76% | 3 |
|
2014
Q3 | $75.2M | Buy |
780,664
+20,142
| +3% | +$1.94M | 12.71% | 3 |
|
2014
Q2 | $73.3M | Buy |
760,522
+20,593
| +3% | +$1.98M | 12.89% | 3 |
|
2014
Q1 | $68.5M | Buy |
739,929
+7,475
| +1% | +$692K | 13.13% | 3 |
|
2013
Q4 | $66.1M | Buy |
732,454
+14,677
| +2% | +$1.32M | 13.09% | 3 |
|
2013
Q3 | $61.2M | Sell |
717,777
-22,689
| -3% | -$1.93M | 12.75% | 3 |
|
2013
Q2 | $7K | Buy |
+740,466
| New | +$7K | ﹤0.01% | 14 |
|