Valley Wealth Managers’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 | $4.03M | Sell |
14,170
-248
| -2% | -$70.5K | 0.29% | 81 |
|
|
2025
Q1 | $3.53M | Sell |
14,418
-146
| -1% | -$35.7K | 0.27% | 88 |
|
|
2024
Q4 | $3.7M | Sell |
14,564
-838
| -5% | -$213K | 0.28% | 77 |
|
|
2024
Q3 | $3.75M | Sell |
15,402
-29
| -0.2% | -$7.06K | 0.28% | 87 |
|
|
2024
Q2 | $3.54M | Sell |
15,431
-394
| -2% | -$90.4K | 0.28% | 87 |
|
|
2024
Q1 | $3.73M | Sell |
15,825
-517
| -3% | -$122K | 0.28% | 92 |
|
|
2023
Q4 | $3.59M | Sell |
16,342
-25,057
| -61% | -$5.5M | 0.28% | 93 |
|
|
2023
Q3 | $8.06M | Buy |
41,399
+24,895
| +151% | +$4.85M | 0.67% | 49 |
|
|
2023
Q2 | $3.4M | Sell |
16,504
-364
| -2% | -$74.9K | 0.31% | 84 |
|
|
2023
Q1 | $3.29M | Sell |
16,868
-262
| -2% | -$51.1K | 0.3% | 86 |
|
|
2022
Q4 | $3.08M | Buy |
17,130
+81
| +0.5% | +$14.6K | 0.29% | 84 |
|
|
2022
Q3 | $2.91M | Sell |
17,049
-382
| -2% | -$65.1K | 0.29% | 86 |
|
|
2022
Q2 | $3.06M | Sell |
17,431
-729
| -4% | -$128K | 0.29% | 86 |
|
|
2022
Q1 | $4.05M | Buy |
18,160
+310
| +2% | +$69.1K | 0.34% | 75 |
|
|
2021
Q4 | $4.55M | Buy |
17,850
+188
| +1% | +$47.9K | 0.36% | 61 |
|
|
2021
Q3 | $4.17M | Sell |
17,662
-12
| -0.1% | -$2.84K | 0.36% | 59 |
|
|
2021
Q2 | $4.18M | Buy |
17,674
+1,120
| +7% | +$265K | 0.35% | 61 |
|
|
2021
Q1 | $3.55M | Buy |
16,554
+718
| +5% | +$154K | 0.32% | 63 |
|
|
2020
Q4 | $3.36M | Buy |
15,836
+2,248
| +17% | +$477K | 0.33% | 58 |
|
|
2020
Q3 | $2.45M | Buy |
13,588
+668
| +5% | +$120K | 0.27% | 71 |
|
|
2020
Q2 | $2.13M | Buy |
12,920
+903
| +8% | +$149K | 0.24% | 84 |
|
|
2020
Q1 | $1.52M | Sell |
12,017
-304
| -2% | -$38.5K | 0.2% | 87 |
|
|
2019
Q4 | $1.96M | Sell |
12,321
-246
| -2% | -$39.1K | 0.2% | 87 |
|
|
2019
Q3 | $1.86M | Buy |
12,567
+395
| +3% | +$58.5K | 0.2% | 90 |
|
|
2019
Q2 | $1.82M | Buy |
12,172
+1,471
| +14% | +$220K | 0.19% | 93 |
|
|
2019
Q1 | $1.53M | Buy |
+10,701
| New | +$1.53M | 0.17% | 96 |
|