Wealthcare Advisory 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 | $3.56M | Buy |
12,505
+2,603
| +26% | +$740K | 0.08% | 200 |
|
|
2025
Q1 | $2.42M | Sell |
9,902
-1,717
| -15% | -$420K | 0.07% | 253 |
|
|
2024
Q4 | $2.95M | Buy |
11,619
+709
| +6% | +$180K | 0.08% | 204 |
|
|
2024
Q3 | $2.66M | Buy |
10,910
+1,744
| +19% | +$425K | 0.08% | 223 |
|
|
2024
Q2 | $2.1M | Buy |
9,166
+2,203
| +32% | +$506K | 0.07% | 228 |
|
|
2024
Q1 | $1.64M | Sell |
6,963
-2,304
| -25% | -$543K | 0.05% | 268 |
|
|
2023
Q4 | $2.03M | Buy |
9,267
+5,315
| +134% | +$1.17M | 0.08% | 198 |
|
|
2023
Q3 | $770K | Sell |
3,952
-271
| -6% | -$52.8K | 0.04% | 329 |
|
|
2023
Q2 | $869K | Buy |
4,223
+592
| +16% | +$122K | 0.04% | 316 |
|
|
2023
Q1 | $708K | Sell |
3,631
-738
| -17% | -$144K | 0.03% | 367 |
|
|
2022
Q4 | $785K | Buy |
4,369
+448
| +11% | +$80.5K | 0.04% | 318 |
|
|
2022
Q3 | $669K | Buy |
3,921
+1,447
| +58% | +$247K | 0.04% | 291 |
|
|
2022
Q2 | $434K | Buy |
2,474
+968
| +64% | +$170K | 0.03% | 353 |
|
|
2022
Q1 | $335K | Buy |
1,506
+116
| +8% | +$25.8K | 0.02% | 389 |
|
|
2021
Q4 | $354K | Buy |
+1,390
| New | +$354K | 0.02% | 402 |
|
|
2021
Q2 | – | Sell |
-282
| Closed | -$61K | – | 1836 |
|
|
2021
Q1 | $61K | Buy |
+282
| New | +$61K | ﹤0.01% | 817 |
|
|
2020
Q2 | – | Sell |
-363
| Closed | -$46K | – | 1326 |
|
|
2020
Q1 | $46K | Sell |
363
-84
| -19% | -$10.6K | 0.01% | 523 |
|
|
2019
Q4 | $71K | Buy |
447
+1
| +0.2% | +$159 | 0.01% | 475 |
|
|
2019
Q3 | $66K | Buy |
446
+1
| +0.2% | +$148 | 0.01% | 477 |
|
|
2019
Q2 | $66K | Hold |
445
| – | – | 0.01% | 455 |
|
|
2019
Q1 | $63K | Buy |
445
+54
| +14% | +$7.65K | 0.01% | 418 |
|
|
2018
Q4 | $47K | Buy |
391
+1
| +0.3% | +$120 | 0.01% | 438 |
|
|
2018
Q3 | $56K | Hold |
390
| – | – | 0.01% | 445 |
|
|
2018
Q2 | $52K | Buy |
390
+6
| +2% | +$800 | 0.01% | 453 |
|
|
2018
Q1 | $50K | Sell |
384
-115
| -23% | -$15K | 0.01% | 397 |
|
|
2017
Q4 | $64K | Sell |
499
-154
| -24% | -$19.8K | 0.02% | 334 |
|
|
2017
Q3 | $80K | Buy |
+653
| New | +$80K | 0.02% | 245 |
|