Western Wealth Management’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
$1.03M Sell
3,632
-539
-13% -$153K 0.06% 267
2025
Q1
$1.02M Sell
4,171
-36
-0.9% -$8.81K 0.07% 245
2024
Q4
$1.07M Sell
4,207
-97
-2% -$24.6K 0.07% 237
2024
Q3
$1.05M Buy
4,304
+52
+1% +$12.7K 0.06% 301
2024
Q2
$976K Sell
4,252
-113
-3% -$25.9K 0.07% 237
2024
Q1
$1.03M Sell
4,365
-221
-5% -$52.1K 0.08% 226
2023
Q4
$1.01M Sell
4,586
-91
-2% -$20K 0.07% 276
2023
Q3
$911K Buy
4,677
+230
+5% +$44.8K 0.08% 270
2023
Q2
$915K Sell
4,447
-334
-7% -$68.7K 0.08% 266
2023
Q1
$932K Sell
4,781
-88
-2% -$17.2K 0.09% 242
2022
Q4
$875K Sell
4,869
-4,865
-50% -$875K 0.09% 245
2022
Q3
$1.66M Buy
9,734
+139
+1% +$23.8K 0.1% 212
2022
Q2
$1.69M Buy
9,595
+40
+0.4% +$7.04K 0.1% 211
2022
Q1
$2.13M Buy
9,555
+5,012
+110% +$1.12M 0.1% 196
2021
Q4
$1.16M Buy
+4,543
New +$1.16M 0.11% 173
2021
Q2
$1.19M Sell
5,015
-161
-3% -$38.1K 0.12% 182
2021
Q1
$1.11M Buy
5,176
+585
+13% +$126K 0.15% 147
2020
Q4
$974K Sell
4,591
-9
-0.2% -$1.91K 0.14% 161
2020
Q3
$829K Sell
4,600
-61
-1% -$11K 0.14% 169
2020
Q2
$769K Sell
4,661
-104
-2% -$17.2K 0.14% 164
2020
Q1
$602K Sell
4,765
-156
-3% -$19.7K 0.14% 162
2019
Q4
$781K Buy
4,921
+498
+11% +$79K 0.12% 161
2019
Q3
$651K Sell
4,423
-64
-1% -$9.42K 0.14% 172
2019
Q2
$668K Buy
4,487
+140
+3% +$20.8K 0.09% 187
2019
Q1
$619K Buy
4,347
+345
+9% +$49.1K 0.14% 175
2018
Q4
$479K Buy
+4,002
New +$479K 0.13% 179