Von Berge Wealth Management Group’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 | $428K | Sell |
1,489
-34
| -2% | -$9.77K | 0.24% | 41 |
|
|
2025
Q1 | $373K | Sell |
1,523
-9
| -0.6% | -$2.21K | 0.24% | 41 |
|
|
2024
Q4 | $418K | Buy |
1,532
+1
| +0.1% | +$273 | 0.25% | 41 |
|
|
2024
Q3 | $394K | Sell |
1,531
-20
| -1% | -$5.14K | 0.24% | 42 |
|
|
2024
Q2 | $354K | Sell |
1,551
-43
| -3% | -$9.82K | 0.23% | 43 |
|
|
2024
Q1 | $376K | Sell |
1,594
-20
| -1% | -$4.72K | 0.24% | 40 |
|
|
2023
Q4 | $348K | Sell |
1,614
-227
| -12% | -$49K | 0.27% | 44 |
|
|
2023
Q3 | $359K | Buy |
1,841
+37
| +2% | +$7.21K | 0.31% | 39 |
|
|
2023
Q2 | $371K | Hold |
1,804
| – | – | 0.31% | 38 |
|
|
2023
Q1 | $351K | Hold |
1,804
| – | – | 0.31% | 37 |
|
|
2022
Q4 | $352K | Hold |
1,804
| – | – | 0.32% | 37 |
|
|
2022
Q3 | $311K | Buy |
1,804
+93
| +5% | +$16K | 0.33% | 39 |
|
|
2022
Q2 | $302K | Hold |
1,711
| – | – | 0.31% | 39 |
|
|
2022
Q1 | $366K | Hold |
1,711
| – | – | 0.33% | 37 |
|
|
2021
Q4 | $379K | Buy |
+1,711
| New | +$379K | 0.35% | 37 |
|