VA
Valmark Advisers’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $236K | Hold |
830
| – | – | ﹤0.01% | 596 |
|
2025
Q1 | $203K | Sell |
830
-533
| -39% | -$130K | ﹤0.01% | 591 |
|
2024
Q4 | $346K | Sell |
1,363
-48
| -3% | -$12.2K | 0.01% | 481 |
|
2024
Q3 | $344K | Buy |
1,411
+6
| +0.4% | +$1.46K | 0.01% | 474 |
|
2024
Q2 | $323K | Buy |
1,405
+28
| +2% | +$6.43K | 0.01% | 456 |
|
2024
Q1 | $325K | Hold |
1,377
| – | – | 0.01% | 442 |
|
2023
Q4 | $302K | Buy |
1,377
+193
| +16% | +$42.4K | 0.01% | 419 |
|
2023
Q3 | $231K | Sell |
1,184
-19
| -2% | -$3.7K | ﹤0.01% | 441 |
|
2023
Q2 | $248K | Buy |
1,203
+88
| +8% | +$18.1K | 0.01% | 432 |
|
2023
Q1 | $217K | Hold |
1,115
| – | – | ﹤0.01% | 442 |
|
2022
Q4 | $200K | Buy |
+1,115
| New | +$200K | ﹤0.01% | 435 |
|
2022
Q2 | – | Sell |
-1,007
| Closed | -$224K | – | 439 |
|
2022
Q1 | $224K | Buy |
+1,007
| New | +$224K | ﹤0.01% | 405 |
|