Wolff Financial 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 | $11.7M | Buy |
41,168
+392
| +1% | +$111K | 3.02% | 10 |
|
|
2025
Q1 | $9.98M | Sell |
40,776
-238
| -0.6% | -$58.2K | 2.76% | 10 |
|
|
2024
Q4 | $10.4M | Sell |
41,014
-1,861
| -4% | -$472K | 2.89% | 10 |
|
|
2024
Q3 | $10.4M | Buy |
+42,875
| New | +$10.4M | 2.84% | 10 |
|
|
2024
Q2 | – | Sell |
-32,065
| Closed | -$7.56M | – | 91 |
|
|
2024
Q1 | $7.56M | Sell |
32,065
-1,623
| -5% | -$383K | 2.2% | 10 |
|
|
2023
Q4 | $7.4M | Sell |
33,688
-2,636
| -7% | -$579K | 2.28% | 11 |
|
|
2023
Q3 | $7.08M | Buy |
+36,324
| New | +$7.08M | 2.42% | 11 |
|
|
2023
Q2 | – | Sell |
-36,375
| Closed | -$7.09M | – | 95 |
|
|
2023
Q1 | $7.09M | Sell |
36,375
-807
| -2% | -$157K | 2.47% | 11 |
|
|
2022
Q4 | $6.68M | Sell |
37,182
-13,989
| -27% | -$2.51M | 2.47% | 11 |
|
|
2022
Q3 | $8.73M | Buy |
51,171
+807
| +2% | +$138K | 3.98% | 6 |
|
|
2022
Q2 | $8.83M | Buy |
50,364
+3,984
| +9% | +$699K | 3.93% | 7 |
|
|
2022
Q1 | $10.3M | Buy |
46,380
+170
| +0.4% | +$37.9K | 4.1% | 7 |
|
|
2021
Q4 | $11.8M | Buy |
+46,210
| New | +$11.8M | 4.45% | 5 |
|
|
2021
Q1 | $8.35M | Buy |
38,920
+2,062
| +6% | +$442K | 3.83% | 10 |
|
|
2020
Q4 | $7.82M | Buy |
36,858
+883
| +2% | +$187K | 4.1% | 7 |
|
|
2020
Q3 | $6.48M | Buy |
35,975
+807
| +2% | +$145K | 3.85% | 6 |
|
|
2020
Q2 | $5.81M | Buy |
35,168
+781
| +2% | +$129K | 3.69% | 9 |
|
|
2020
Q1 | $4.36M | Buy |
34,387
+9,734
| +39% | +$1.23M | 3.29% | 9 |
|
|
2019
Q4 | $3.91M | Buy |
24,653
+626
| +3% | +$99.4K | 2.6% | 11 |
|
|
2019
Q3 | $3.56M | Buy |
24,027
+1,322
| +6% | +$196K | 2.6% | 11 |
|
|
2019
Q2 | $3.39M | Buy |
22,705
+879
| +4% | +$131K | 2.61% | 10 |
|
|
2019
Q1 | $3.12M | Buy |
21,826
+2,290
| +12% | +$327K | 2.59% | 11 |
|
|
2018
Q4 | $2.34M | Buy |
+19,536
| New | +$2.34M | 2.27% | 13 |
|