Wells Financial Advisors’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 | $386K | Hold |
1,356
| – | – | 0.53% | 30 |
|
|
2025
Q1 | $332K | Hold |
1,356
| – | – | 0.46% | 31 |
|
|
2024
Q4 | $344K | Hold |
1,356
| – | – | 0.47% | 32 |
|
|
2024
Q3 | $330K | Hold |
1,356
| – | – | 0.45% | 31 |
|
|
2024
Q2 | $311K | Hold |
1,356
| – | – | 0.2% | 44 |
|
|
2024
Q1 | $320K | Hold |
1,356
| – | – | 0.22% | 36 |
|
|
2023
Q4 | $298K | Hold |
1,356
| – | – | 0.22% | 35 |
|
|
2023
Q3 | $264K | Hold |
1,356
| – | – | 0.21% | 34 |
|
|
2023
Q2 | $279K | Hold |
1,356
| – | – | 0.21% | 33 |
|
|
2023
Q1 | $264K | Hold |
1,356
| – | – | 0.21% | 37 |
|
|
2022
Q4 | $244K | Hold |
1,356
| – | – | 0.2% | 36 |
|
|
2022
Q3 | $231K | Sell |
1,356
-15
| -1% | -$2.56K | 0.22% | 32 |
|
|
2022
Q2 | $240K | Sell |
1,371
-10
| -0.7% | -$1.75K | 0.22% | 32 |
|
|
2022
Q1 | $308K | Hold |
1,381
| – | – | 0.26% | 33 |
|
|
2021
Q4 | $352K | Hold |
1,381
| – | – | 0.28% | 32 |
|
|
2021
Q3 | $326K | Hold |
1,381
| – | – | 0.28% | 33 |
|
|
2021
Q2 | $326K | Hold |
1,381
| – | – | 0.27% | 33 |
|
|
2021
Q1 | $296K | Sell |
1,381
-317
| -19% | -$67.9K | 0.27% | 35 |
|
|
2020
Q4 | $360K | Buy |
+1,698
| New | +$360K | 0.31% | 30 |
|