Vertex Planning Partners’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 | $502K | Sell |
1,766
-130
| -7% | -$37K | 0.1% | 105 |
|
|
2025
Q1 | $464K | Sell |
1,896
-117
| -6% | -$28.6K | 0.1% | 112 |
|
|
2024
Q4 | $511K | Hold |
2,013
| – | – | 0.11% | 104 |
|
|
2024
Q3 | $490K | Hold |
2,013
| – | – | 0.12% | 90 |
|
|
2024
Q2 | $462K | Hold |
2,013
| – | – | 0.12% | 90 |
|
|
2024
Q1 | $475K | Sell |
2,013
-25
| -1% | -$5.9K | 0.13% | 91 |
|
|
2023
Q4 | $447K | Buy |
2,038
+500
| +33% | +$110K | 0.13% | 89 |
|
|
2023
Q3 | $300K | Hold |
1,538
| – | – | 0.1% | 106 |
|
|
2023
Q2 | $316K | Hold |
1,538
| – | – | 0.11% | 99 |
|
|
2023
Q1 | $300K | Buy |
1,538
+130
| +9% | +$25.3K | 0.11% | 92 |
|
|
2022
Q4 | $253K | Buy |
+1,408
| New | +$253K | 0.1% | 126 |
|