Wells Trecaso Financial Group’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 | $2.41M | Sell |
8,480
-63
| -0.7% | -$17.9K | 0.74% | 32 |
|
|
2025
Q1 | $2.09M | Sell |
8,543
-10
| -0.1% | -$2.45K | 0.7% | 34 |
|
|
2024
Q4 | $2.17M | Buy |
8,553
+36
| +0.4% | +$9.14K | 0.71% | 33 |
|
|
2024
Q3 | $2.07M | Sell |
8,517
-26
| -0.3% | -$6.33K | 0.68% | 33 |
|
|
2024
Q2 | $1.96M | Sell |
8,543
-41
| -0.5% | -$9.41K | 0.68% | 32 |
|
|
2024
Q1 | $2.02M | Sell |
8,584
-911
| -10% | -$215K | 0.72% | 31 |
|
|
2023
Q4 | $2.08M | Sell |
9,495
-154
| -2% | -$33.8K | 0.84% | 29 |
|
|
2023
Q3 | $1.88M | Sell |
9,649
-193
| -2% | -$37.6K | 0.84% | 30 |
|
|
2023
Q2 | $2.03M | Sell |
9,842
-35
| -0.4% | -$7.2K | 0.87% | 30 |
|
|
2023
Q1 | $1.92M | Buy |
9,877
+6
| +0.1% | +$1.17K | 0.89% | 29 |
|
|
2022
Q4 | $1.77M | Buy |
9,871
+72
| +0.7% | +$12.9K | 0.89% | 30 |
|
|
2022
Q3 | $1.67M | Buy |
9,799
+3,061
| +45% | +$522K | 0.92% | 29 |
|
|
2022
Q2 | $1.18M | Sell |
6,738
-85
| -1% | -$14.9K | 0.61% | 36 |
|
|
2022
Q1 | $1.52M | Sell |
6,823
-316
| -4% | -$70.4K | 0.68% | 35 |
|
|
2021
Q4 | $1.82M | Buy |
7,139
+16
| +0.2% | +$4.08K | 0.79% | 29 |
|
|
2021
Q3 | $1.68M | Sell |
7,123
-30
| -0.4% | -$7.09K | 0.8% | 29 |
|
|
2021
Q2 | $1.69M | Sell |
7,153
-125
| -2% | -$29.6K | 0.81% | 29 |
|
|
2021
Q1 | $1.56M | Sell |
7,278
-200
| -3% | -$42.9K | 0.82% | 29 |
|
|
2020
Q4 | $1.59M | Sell |
7,478
-131
| -2% | -$27.8K | 0.88% | 31 |
|
|
2020
Q3 | $1.37M | Buy |
7,609
+1,375
| +22% | +$248K | 0.87% | 31 |
|
|
2020
Q2 | $1.03M | Sell |
6,234
-281
| -4% | -$46.4K | 0.71% | 32 |
|
|
2020
Q1 | $825K | Sell |
6,515
-75
| -1% | -$9.5K | 0.73% | 30 |
|
|
2019
Q4 | $1.05M | Sell |
6,590
-75
| -1% | -$11.9K | 0.76% | 32 |
|
|
2019
Q3 | $987K | Hold |
6,665
| – | – | 0.79% | 33 |
|
|
2019
Q2 | $995K | Sell |
6,665
-200
| -3% | -$29.9K | 0.82% | 32 |
|
|
2019
Q1 | $980K | Buy |
6,865
+70
| +1% | +$9.99K | 0.82% | 33 |
|
|
2018
Q4 | $813K | Buy |
6,795
+520
| +8% | +$62.2K | 0.78% | 34 |
|
|
2018
Q3 | $894K | Buy |
6,275
+330
| +6% | +$47K | 0.74% | 32 |
|
|
2018
Q2 | $799K | Hold |
5,945
| – | – | 0.75% | 28 |
|
|
2018
Q1 | $771K | Buy |
5,945
+1,334
| +29% | +$173K | 0.73% | 30 |
|
|
2017
Q4 | $589K | Buy |
+4,611
| New | +$589K | 0.58% | 36 |
|