Willner & Heller’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 | $558K | Hold |
1,963
| – | – | 0.47% | 74 |
|
|
2025
Q1 | $480K | Sell |
1,963
-8
| -0.4% | -$1.96K | 0.44% | 79 |
|
|
2024
Q4 | $500K | Buy |
1,971
+26
| +1% | +$6.6K | 0.44% | 75 |
|
|
2024
Q3 | $474K | Buy |
1,945
+6
| +0.3% | +$1.46K | 0.42% | 82 |
|
|
2024
Q2 | $445K | Buy |
1,939
+46
| +2% | +$10.6K | 0.43% | 80 |
|
|
2024
Q1 | $446K | Sell |
1,893
-148
| -7% | -$34.9K | 0.44% | 82 |
|
|
2023
Q4 | $448K | Buy |
+2,041
| New | +$448K | 0.5% | 70 |
|
|
2022
Q4 | $399K | Buy |
2,217
+4
| +0.2% | +$719 | 0.57% | 63 |
|
|
2022
Q3 | $377K | Buy |
2,213
+33
| +2% | +$5.62K | 0.61% | 59 |
|
|
2022
Q2 | $382K | Buy |
2,180
+52
| +2% | +$9.11K | 0.59% | 60 |
|
|
2022
Q1 | $542K | Buy |
2,128
+3
| +0.1% | +$764 | 0.67% | 51 |
|
|
2021
Q4 | $502K | Buy |
+2,125
| New | +$502K | 0.67% | 51 |
|