Williams Jones Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $935K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $952K | Buy |
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|
2023
Q2 | $951K | Buy |
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|
2023
Q1 | $852K | Sell |
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|
2022
Q4 | $791K | Buy |
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|
2022
Q3 | $699K | Sell |
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|
2022
Q2 | $726K | Sell |
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|
2022
Q1 | $931K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $990K | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $942K | Buy |
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|
2020
Q4 | $565K | Buy |
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|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $310K | Sell |
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|
2020
Q1 | $565K | Buy |
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|
2019
Q4 | $460K | Buy |
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|
2019
Q3 | $426K | Buy |
|