Warner Financial’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 | $1.17M | Buy |
4,102
+3
| +0.1% | +$853 | 0.48% | 42 |
|
|
2025
Q1 | $1M | Buy |
4,099
+101
| +3% | +$24.7K | 0.44% | 47 |
|
|
2024
Q4 | $1.02M | Buy |
3,998
+904
| +29% | +$230K | 0.44% | 46 |
|
|
2024
Q3 | $753K | Buy |
3,094
+7
| +0.2% | +$1.7K | 0.33% | 60 |
|
|
2024
Q2 | $709K | Hold |
3,087
| – | – | 0.35% | 60 |
|
|
2024
Q1 | $728K | Buy |
3,087
+245
| +9% | +$57.8K | 0.36% | 56 |
|
|
2023
Q4 | $624K | Buy |
2,842
+187
| +7% | +$41.1K | 0.35% | 59 |
|
|
2023
Q3 | $517K | Buy |
2,655
+108
| +4% | +$21K | 0.34% | 61 |
|
|
2023
Q2 | $524K | Buy |
2,547
+151
| +6% | +$31.1K | 0.34% | 59 |
|
|
2023
Q1 | $467K | Buy |
2,396
+318
| +15% | +$62K | 0.32% | 60 |
|
|
2022
Q4 | $374K | Buy |
+2,078
| New | +$374K | 0.29% | 63 |
|