WMG Financial Advisors’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 | $352K | Sell |
1,236
-57
| -4% | -$16.2K | 0.13% | 110 |
|
|
2025
Q1 | $316K | Buy |
1,293
+2
| +0.2% | +$489 | 0.13% | 108 |
|
|
2024
Q4 | $328K | Buy |
1,291
+32
| +3% | +$8.12K | 0.14% | 102 |
|
|
2024
Q3 | $307K | Sell |
1,259
-17
| -1% | -$4.14K | 0.14% | 109 |
|
|
2024
Q2 | $293K | Sell |
1,276
-38
| -3% | -$8.72K | 0.16% | 97 |
|
|
2024
Q1 | $310K | Buy |
1,314
+153
| +13% | +$36.1K | 0.18% | 88 |
|
|
2023
Q4 | $255K | Sell |
1,161
-220
| -16% | -$48.3K | 0.17% | 92 |
|
|
2023
Q3 | $269K | Buy |
1,381
+220
| +19% | +$42.8K | 0.23% | 75 |
|
|
2023
Q2 | $239K | Buy |
1,161
+277
| +31% | +$57K | 0.18% | 99 |
|
|
2023
Q1 | $226K | Sell |
884
-307
| -26% | -$78.6K | 0.19% | 97 |
|
|
2022
Q4 | $214K | Buy |
+1,191
| New | +$214K | 0.18% | 117 |
|
|
2022
Q2 | – | Sell |
-1,009
| Closed | -$224K | – | 184 |
|
|
2022
Q1 | $224K | Hold |
1,009
| – | – | 0.16% | 152 |
|
|
2021
Q4 | $254K | Buy |
+1,009
| New | +$254K | 0.2% | 134 |
|