Wescott Financial Advisory 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 | $1.54M | Buy |
+5,398
| New | +$1.54M | 0.15% | 70 |
|
|
2023
Q4 | – | Sell |
-1,107
| Closed | -$216K | – | 170 |
|
|
2023
Q3 | $216K | Sell |
1,107
-178
| -14% | -$34.7K | 0.04% | 145 |
|
|
2023
Q2 | $264K | Sell |
1,285
-128
| -9% | -$26.3K | 0.05% | 138 |
|
|
2023
Q1 | $275K | Buy |
1,413
+125
| +10% | +$24.4K | 0.06% | 129 |
|
|
2022
Q4 | $232K | Buy |
1,288
+3
| +0.2% | +$539 | 0.05% | 136 |
|
|
2022
Q3 | $219K | Buy |
+1,285
| New | +$219K | 0.06% | 125 |
|
|
2022
Q2 | – | Sell |
-1,133
| Closed | -$252K | – | 142 |
|
|
2022
Q1 | $252K | Buy |
+1,133
| New | +$252K | 0.06% | 111 |
|