Wealthspan 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 | $525K | Hold |
1,847
| – | – | 0.22% | 67 |
|
|
2025
Q1 | $452K | Sell |
1,847
-59
| -3% | -$14.4K | 0.21% | 68 |
|
|
2024
Q4 | $484K | Sell |
1,906
-124
| -6% | -$31.5K | 0.23% | 69 |
|
|
2024
Q3 | $494K | Sell |
2,030
-130
| -6% | -$31.7K | 0.24% | 65 |
|
|
2024
Q2 | $496K | Sell |
2,160
-43
| -2% | -$9.87K | 0.27% | 59 |
|
|
2024
Q1 | $519K | Buy |
2,203
+265
| +14% | +$62.5K | 0.31% | 59 |
|
|
2023
Q4 | $426K | Sell |
1,938
-100
| -5% | -$22K | 0.3% | 55 |
|
|
2023
Q3 | $397K | Buy |
2,038
+48
| +2% | +$9.35K | 0.31% | 54 |
|
|
2023
Q2 | $409K | Hold |
1,990
| – | – | 0.32% | 52 |
|
|
2023
Q1 | $388K | Sell |
1,990
-109
| -5% | -$21.2K | 0.33% | 52 |
|
|
2022
Q4 | $377K | Buy |
2,099
+82
| +4% | +$14.7K | 0.34% | 51 |
|
|
2022
Q3 | $344K | Sell |
2,017
-40
| -2% | -$6.82K | 0.36% | 47 |
|
|
2022
Q2 | $361K | Buy |
2,057
+59
| +3% | +$10.4K | 0.37% | 46 |
|
|
2022
Q1 | $445K | Sell |
1,998
-432
| -18% | -$96.2K | 0.4% | 42 |
|
|
2021
Q4 | $619K | Buy |
+2,430
| New | +$619K | 0.55% | 34 |
|