Waller Financial Planning 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 | $1.11M | Buy |
3,918
+80
| +2% | +$22.8K | 0.27% | 35 |
|
|
2025
Q1 | $939K | Sell |
3,838
-227
| -6% | -$55.5K | 0.26% | 38 |
|
|
2024
Q4 | $1.03M | Sell |
4,065
-675
| -14% | -$171K | 0.26% | 38 |
|
|
2024
Q3 | $1.15M | Hold |
4,740
| – | – | 0.29% | 37 |
|
|
2024
Q2 | $1.09M | Hold |
4,740
| – | – | 0.29% | 35 |
|
|
2024
Q1 | $1.12M | Sell |
4,740
-344
| -7% | -$81.1K | 0.3% | 34 |
|
|
2023
Q4 | $1.12M | Sell |
5,084
-5
| -0.1% | -$1.1K | 0.29% | 34 |
|
|
2023
Q3 | $991K | Sell |
5,089
-52
| -1% | -$10.1K | 0.29% | 34 |
|
|
2023
Q2 | $1.06M | Buy |
5,141
+10
| +0.2% | +$2.06K | 0.29% | 34 |
|
|
2023
Q1 | $1,000K | Sell |
5,131
-1,460
| -22% | -$285K | 0.28% | 34 |
|
|
2022
Q4 | $1.18M | Sell |
6,591
-520
| -7% | -$93.5K | 0.34% | 33 |
|
|
2022
Q3 | $1.21M | Buy |
7,111
+84
| +1% | +$14.3K | 0.37% | 32 |
|
|
2022
Q2 | $1.23M | Sell |
7,027
-449
| -6% | -$78.7K | 0.36% | 33 |
|
|
2022
Q1 | $1.67M | Buy |
7,476
+20
| +0.3% | +$4.46K | 0.44% | 28 |
|
|
2021
Q4 | $1.9M | Sell |
7,456
-377
| -5% | -$96K | 0.48% | 28 |
|
|
2021
Q3 | $1.85M | Buy |
7,833
+20
| +0.3% | +$4.73K | 0.49% | 28 |
|
|
2021
Q2 | $1.85M | Buy |
7,813
+26
| +0.3% | +$6.15K | 0.49% | 29 |
|
|
2021
Q1 | $1.67M | Sell |
7,787
-421
| -5% | -$90.3K | 0.48% | 27 |
|
|
2020
Q4 | $1.74M | Sell |
8,208
-177
| -2% | -$37.5K | 0.54% | 27 |
|
|
2020
Q3 | $1.51M | Sell |
8,385
-340
| -4% | -$61.2K | 0.55% | 26 |
|
|
2020
Q2 | $1.44M | Sell |
8,725
-1,660
| -16% | -$274K | 0.56% | 26 |
|
|
2020
Q1 | $1.32M | Buy |
10,385
+1,410
| +16% | +$179K | 0.69% | 23 |
|
|
2019
Q4 | $1.43M | Sell |
8,975
-20
| -0.2% | -$3.18K | 0.71% | 25 |
|
|
2019
Q3 | $1.36M | Sell |
8,995
-318
| -3% | -$48.1K | 0.72% | 25 |
|
|
2019
Q2 | $1.42M | Sell |
9,313
-528
| -5% | -$80.5K | 0.79% | 25 |
|
|
2019
Q1 | $1.44M | Sell |
9,841
-343
| -3% | -$50.3K | 0.83% | 26 |
|
|
2018
Q4 | $1.22M | Buy |
+10,184
| New | +$1.22M | 0.84% | 27 |
|