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 |
|