WealthShield 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 | $3.11M | Sell |
10,928
-486
| -4% | -$138K | 0.38% | 71 |
|
|
2025
Q1 | $2.79M | Buy |
11,414
+469
| +4% | +$115K | 0.36% | 79 |
|
|
2024
Q4 | $2.78M | Sell |
10,945
-232
| -2% | -$58.9K | 0.39% | 74 |
|
|
2024
Q3 | $2.72M | Buy |
11,177
+585
| +6% | +$142K | 0.37% | 79 |
|
|
2024
Q2 | $2.43M | Buy |
10,592
+1,433
| +16% | +$329K | 0.37% | 81 |
|
|
2024
Q1 | $2.16M | Sell |
9,159
-2,588
| -22% | -$610K | 0.35% | 84 |
|
|
2023
Q4 | $2.58M | Sell |
11,747
-2,629
| -18% | -$577K | 0.42% | 65 |
|
|
2023
Q3 | $2.8M | Sell |
14,376
-300
| -2% | -$58.4K | 0.42% | 62 |
|
|
2023
Q2 | $3.02M | Buy |
14,676
+72
| +0.5% | +$14.8K | 0.46% | 55 |
|
|
2023
Q1 | $2.85M | Buy |
14,604
+301
| +2% | +$58.7K | 0.46% | 57 |
|
|
2022
Q4 | $2.57M | Buy |
14,303
+28
| +0.2% | +$5.03K | 0.49% | 52 |
|
|
2022
Q3 | $2.43M | Buy |
14,275
+305
| +2% | +$52K | 0.48% | 58 |
|
|
2022
Q2 | $2.45M | Buy |
13,970
+357
| +3% | +$62.6K | 0.49% | 52 |
|
|
2022
Q1 | $3.03M | Sell |
13,613
-4,370
| -24% | -$974K | 0.49% | 51 |
|
|
2021
Q4 | $4.58M | Buy |
17,983
+12,340
| +219% | +$3.14M | 0.76% | 37 |
|
|
2021
Q3 | $1.33M | Buy |
+5,643
| New | +$1.33M | 0.36% | 65 |
|
|
2021
Q2 | – | Sell |
-5,755
| Closed | -$1.24M | – | 1155 |
|
|
2021
Q1 | $1.24M | Hold |
5,755
| – | – | 0.22% | 86 |
|
|
2020
Q4 | $1.22M | Sell |
5,755
-15
| -0.3% | -$3.18K | 0.23% | 91 |
|
|
2020
Q3 | $1.04M | Hold |
5,770
| – | – | 0.36% | 71 |
|
|
2020
Q2 | $951K | Sell |
5,770
-80
| -1% | -$13.2K | 0.44% | 56 |
|
|
2020
Q1 | $742K | Sell |
5,850
-345
| -6% | -$43.8K | 0.45% | 50 |
|
|
2019
Q4 | $983K | Hold |
6,195
| – | – | 0.48% | 44 |
|
|
2019
Q3 | $917K | Hold |
6,195
| – | – | 0.49% | 44 |
|
|
2019
Q2 | $925K | Sell |
6,195
-80
| -1% | -$11.9K | 0.54% | 37 |
|
|
2019
Q1 | $895K | Sell |
6,275
-110
| -2% | -$15.7K | 0.5% | 46 |
|
|
2018
Q4 | $764K | Sell |
6,385
-121
| -2% | -$14.5K | 0.52% | 38 |
|
|
2018
Q3 | $929K | Hold |
6,506
| – | – | 0.53% | 39 |
|
|
2018
Q2 | $875K | Hold |
6,506
| – | – | 0.53% | 37 |
|
|
2018
Q1 | $843K | Buy |
6,506
+80
| +1% | +$10.4K | 0.53% | 38 |
|
|
2017
Q4 | $827K | Buy |
+6,426
| New | +$827K | 0.5% | 40 |
|