Winthrop 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 | $227K | Buy |
+797
| New | +$227K | 0.02% | 159 |
|
|
2025
Q1 | – | Sell |
-797
| Closed | -$202K | – | 168 |
|
|
2024
Q4 | $202K | Buy |
+797
| New | +$202K | 0.02% | 148 |
|
|
2023
Q1 | – | Sell |
-2,015
| Closed | -$362K | – | 133 |
|
|
2022
Q4 | $362K | Buy |
+2,015
| New | +$362K | 0.07% | 87 |
|
|
2022
Q2 | – | Sell |
-987
| Closed | -$220K | – | 145 |
|
|
2022
Q1 | $220K | Sell |
987
-59
| -6% | -$13.2K | 0.05% | 125 |
|
|
2021
Q4 | $266K | Hold |
1,046
| – | – | 0.05% | 110 |
|
|
2021
Q3 | $247K | Hold |
1,046
| – | – | 0.06% | 114 |
|
|
2021
Q2 | $247K | Hold |
1,046
| – | – | 0.06% | 112 |
|
|
2021
Q1 | $224K | Sell |
1,046
-430
| -29% | -$92.1K | 0.06% | 122 |
|
|
2020
Q4 | $313K | Hold |
1,476
| – | – | 0.08% | 93 |
|
|
2020
Q3 | $269K | Sell |
1,476
-64
| -4% | -$11.7K | 0.08% | 93 |
|
|
2020
Q2 | $256K | Sell |
1,540
-50
| -3% | -$8.31K | 0.09% | 74 |
|
|
2020
Q1 | $201K | Buy |
1,590
+1
| +0.1% | +$126 | 0.08% | 84 |
|
|
2019
Q4 | $252K | Buy |
1,589
+2
| +0.1% | +$317 | 0.09% | 90 |
|
|
2019
Q3 | $235K | Sell |
1,587
-56
| -3% | -$8.29K | 0.09% | 84 |
|
|
2019
Q2 | $245K | Buy |
1,643
+1
| +0.1% | +$149 | 0.1% | 75 |
|
|
2019
Q1 | $237K | Hold |
1,642
| – | – | 0.1% | 82 |
|
|
2018
Q4 | $197K | Sell |
1,642
-1,755
| -52% | -$211K | 0.1% | 82 |
|
|
2018
Q3 | $484K | Sell |
3,397
-208
| -6% | -$29.6K | 0.27% | 43 |
|
|
2018
Q2 | $485K | Sell |
3,605
-12
| -0.3% | -$1.61K | 0.32% | 42 |
|
|
2018
Q1 | $463K | Sell |
3,617
-322
| -8% | -$41.2K | 0.33% | 43 |
|
|
2017
Q4 | $515K | Buy |
+3,939
| New | +$515K | 0.37% | 42 |
|