Veritable’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Veritable’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,333	Closed	-$1.1M	–	791
2023 Q2	$1.1M	Hold	5,333	–	–	0.02%	349
2023 Q1	$1.04M	Hold	5,333	–	–	0.02%	359
2022 Q4	$959K	Sell	5,333 -62	-1%	-$11.1K	0.02%	377
2022 Q3	$920K	Buy	5,395 +667	+14%	+$114K	0.02%	363
2022 Q2	$829K	Buy	4,728 +150	+3%	+$26.3K	0.01%	416
2022 Q1	$1.02M	Buy	4,578 +419	+10%	+$93.4K	0.02%	395
2021 Q4	$1.06M	Sell	4,159 -1,040	-20%	-$265K	0.02%	388
2021 Q3	$1.23M	Hold	5,199	–	–	0.02%	331
2021 Q2	$1.23M	Hold	5,199	–	–	0.02%	332
2021 Q1	$1.12M	Hold	5,199	–	–	0.02%	333
2020 Q4	$1.1M	Buy	5,199 +152	+3%	+$32.2K	0.02%	316
2020 Q3	$909K	Buy	5,047 +146	+3%	+$26.3K	0.02%	340
2020 Q2	$809K	Buy	4,901 +468	+11%	+$77.3K	0.02%	357
2020 Q1	$562K	Buy	4,433 +1,783	+67%	+$226K	0.01%	423
2019 Q4	$421K	Hold	2,650	–	–	0.01%	569
2019 Q3	$392K	Hold	2,650	–	–	0.01%	577
2019 Q2	$396K	Hold	2,650	–	–	0.01%	563
2019 Q1	$378K	Hold	2,650	–	–	0.01%	569
2018 Q4	$317K	Hold	2,650	–	–	0.01%	577
2018 Q3	$378K	Hold	2,650	–	–	0.01%	568
2018 Q2	$356K	Hold	2,650	–	–	0.01%	581
2018 Q1	$343K	Hold	2,650	–	–	0.01%	588
2017 Q4	$338K	Hold	2,650	–	–	0.01%	595
2017 Q3	$323K	Hold	2,650	–	–	0.01%	579
2017 Q2	$312K	Hold	2,650	–	–	0.01%	609
2017 Q1	$299K	Hold	2,650	–	–	0.01%	606
2016 Q4	$280K	Hold	2,650	–	–	0.01%	611
2016 Q3	$282K	Hold	2,650	–	–	0.01%	595
2016 Q2	$270K	Hold	2,650	–	–	0.01%	591
2016 Q1	$266K	Hold	2,650	–	–	0.01%	595
2015 Q4	$264K	Hold	2,650	–	–	0.01%	620
2015 Q3	$258K	Hold	2,650	–	–	0.01%	604
2015 Q2	$282K	Hold	2,650	–	–	0.01%	613
2015 Q1	$286K	Hold	2,650	–	–	0.01%	755
2014 Q4	$269K	Hold	2,650	–	–	0.01%	785
2014 Q3	$255K	Hold	2,650	–	–	0.01%	820
2014 Q2	$255K	Hold	2,650	–	–	0.01%	804
2014 Q1	$245K	Hold	2,650	–	–	0.01%	791
2013 Q4	$239K	Hold	2,650	–	–	0.01%	784
2013 Q3	$226K	Buy	+2,650	New	+$226K	0.01%	818