Venturi Wealth Management’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
Q1 | – | Sell |
-231
| Closed | -$58.6K | – | 1808 |
|
|
2024
Q4 | $58.6K | Hold |
231
| – | – | ﹤0.01% | 970 |
|
|
2024
Q3 | $56.2K | Hold |
231
| – | – | ﹤0.01% | 724 |
|
|
2024
Q2 | $53K | Hold |
231
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $54.5K | Hold |
231
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $50.7K | Hold |
231
| – | – | ﹤0.01% | 486 |
|
|
2023
Q3 | $45K | Hold |
231
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $47.5K | Hold |
231
| – | – | ﹤0.01% | 432 |
|
|
2023
Q1 | $45K | Buy |
+231
| New | +$45K | ﹤0.01% | 480 |
|