Wells Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $394K | Sell |
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|
2025
Q2 | $386K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $311K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $279K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $360K | Buy |
|