Valeo Financial Advisors’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 | $817K | Hold |
2,874
| – | – | 0.02% | 341 |
|
|
2025
Q1 | $703K | Sell |
2,874
-358
| -11% | -$87.6K | 0.02% | 333 |
|
|
2024
Q4 | $820K | Sell |
3,232
-5
| -0.2% | -$1.27K | 0.02% | 304 |
|
|
2024
Q3 | $788K | Buy |
3,237
+367
| +13% | +$89.4K | 0.02% | 306 |
|
|
2024
Q2 | $659K | Buy |
2,870
+13
| +0.5% | +$2.98K | 0.02% | 314 |
|
|
2024
Q1 | $641K | Sell |
2,857
-31
| -1% | -$6.96K | 0.02% | 313 |
|
|
2023
Q4 | $634K | Hold |
2,888
| – | – | 0.03% | 300 |
|
|
2023
Q3 | $562K | Hold |
2,888
| – | – | 0.03% | 304 |
|
|
2023
Q2 | $594K | Buy |
2,888
+11
| +0.4% | +$2.26K | 0.03% | 284 |
|
|
2023
Q1 | $561K | Sell |
2,877
-149
| -5% | -$29K | 0.03% | 309 |
|
|
2022
Q4 | $544K | Buy |
3,026
+172
| +6% | +$30.9K | 0.03% | 271 |
|
|
2022
Q3 | $487K | Buy |
2,854
+2
| +0.1% | +$341 | 0.03% | 261 |
|
|
2022
Q2 | $500K | Sell |
2,852
-440
| -13% | -$77.1K | 0.03% | 249 |
|
|
2022
Q1 | $733K | Sell |
3,292
-380
| -10% | -$84.6K | 0.04% | 239 |
|
|
2021
Q4 | $935K | Buy |
3,672
+823
| +29% | +$210K | 0.05% | 199 |
|
|
2021
Q3 | $673K | Hold |
2,849
| – | – | 0.04% | 230 |
|
|
2021
Q2 | $673K | Hold |
2,849
| – | – | 0.04% | 202 |
|
|
2021
Q1 | $611K | Sell |
2,849
-28
| -1% | -$6.01K | 0.03% | 234 |
|
|
2020
Q4 | $610K | Buy |
2,877
+28
| +1% | +$5.94K | 0.03% | 219 |
|
|
2020
Q3 | $513K | Buy |
2,849
+2,743
| +2,588% | +$494K | 0.04% | 188 |
|
|
2020
Q2 | $17K | Hold |
106
| – | – | ﹤0.01% | 1055 |
|
|
2020
Q1 | $15K | Hold |
106
| – | – | ﹤0.01% | 931 |
|
|
2019
Q4 | $17K | Hold |
106
| – | – | ﹤0.01% | 950 |
|
|
2019
Q3 | $16K | Hold |
106
| – | – | ﹤0.01% | 899 |
|
|
2019
Q2 | $16K | Buy |
106
+15
| +16% | +$2.26K | ﹤0.01% | 908 |
|
|
2019
Q1 | $13K | Hold |
91
| – | – | ﹤0.01% | 900 |
|
|
2018
Q4 | $11K | Hold |
91
| – | – | ﹤0.01% | 857 |
|
|
2018
Q3 | $12K | Hold |
91
| – | – | ﹤0.01% | 916 |
|
|
2018
Q2 | $13K | Hold |
91
| – | – | ﹤0.01% | 882 |
|
|
2018
Q1 | $12K | Hold |
91
| – | – | ﹤0.01% | 885 |
|
|
2017
Q4 | $12K | Hold |
91
| – | – | ﹤0.01% | 797 |
|
|
2017
Q3 | $11K | Buy |
+91
| New | +$11K | ﹤0.01% | 680 |
|