WF
WoodTrust Financial’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-112,333
| Closed | -$27.5M | – | 165 |
|
|
2025
Q1 | $27.5M | Buy |
112,333
+1,700
| +2% | +$416K | 3.85% | 4 |
|
|
2024
Q4 | $28.1M | Buy |
110,633
+2,736
| +3% | +$694K | 3.95% | 2 |
|
|
2024
Q3 | $26.3M | Buy |
107,897
+4,878
| +5% | +$1.19M | 3.73% | 4 |
|
|
2024
Q2 | $23.6M | Buy |
+103,019
| New | +$23.6M | 3.68% | 4 |
|
|
2024
Q1 | – | Sell |
-97,966
| Closed | -$21.5M | – | 190 |
|
|
2023
Q4 | $21.5M | Sell |
97,966
-488
| -0.5% | -$107K | 3.67% | 5 |
|
|
2023
Q3 | $19.2M | Buy |
98,454
+545
| +0.6% | +$106K | 3.67% | 5 |
|
|
2023
Q2 | $20.1M | Buy |
97,909
+8,938
| +10% | +$1.84M | 3.73% | 5 |
|
|
2023
Q1 | $17.3M | Buy |
88,971
+2,720
| +3% | +$530K | 3.37% | 6 |
|
|
2022
Q4 | $15.5M | Sell |
86,251
-3,537
| -4% | -$636K | 3.2% | 6 |
|
|
2022
Q3 | $15.3M | Buy |
89,788
+2,765
| +3% | +$472K | 3.44% | 6 |
|
|
2022
Q2 | $15.3M | Buy |
87,023
+5,608
| +7% | +$984K | 3.43% | 7 |
|
|
2022
Q1 | $18.1M | Buy |
81,415
+4,887
| +6% | +$1.09M | 3.68% | 6 |
|
|
2021
Q4 | $19.5M | Buy |
76,528
+3,272
| +4% | +$833K | 4.04% | 3 |
|
|
2021
Q3 | $17.3M | Buy |
73,256
+1,968
| +3% | +$465K | 4.07% | 3 |
|
|
2021
Q2 | $16.8M | Sell |
71,288
-362
| -0.5% | -$85.6K | 4.45% | 3 |
|
|
2021
Q1 | $15.4M | Sell |
71,650
-1,223
| -2% | -$262K | 4.53% | 5 |
|
|
2020
Q4 | $15.5M | Buy |
72,873
+1,431
| +2% | +$303K | 4.83% | 3 |
|
|
2020
Q3 | $12.9M | Buy |
71,442
+912
| +1% | +$164K | 4.66% | 2 |
|
|
2020
Q2 | $11.6M | Buy |
70,530
+9,375
| +15% | +$1.55M | 4.65% | 2 |
|
|
2020
Q1 | $7.75M | Sell |
61,155
-4,612
| -7% | -$584K | 3.64% | 7 |
|
|
2019
Q4 | $10.4M | Buy |
65,767
+625
| +1% | +$99.2K | 4.12% | 2 |
|
|
2019
Q3 | $9.65M | Buy |
65,142
+1,936
| +3% | +$287K | 4.16% | 2 |
|
|
2019
Q2 | $9.44M | Buy |
63,206
+2,344
| +4% | +$350K | 4.25% | 2 |
|
|
2019
Q1 | $8.69M | Buy |
60,862
+2,089
| +4% | +$298K | 4.15% | 2 |
|
|
2018
Q4 | $7.04M | Sell |
58,773
-462
| -0.8% | -$55.3K | 3.97% | 3 |
|
|
2018
Q3 | $8.44M | Buy |
59,235
+831
| +1% | +$118K | 4.08% | 2 |
|
|
2018
Q2 | $7.85M | Sell |
58,404
-1,061
| -2% | -$143K | 4.12% | 3 |
|
|
2018
Q1 | $7.71M | Buy |
59,465
+1,371
| +2% | +$178K | 4.13% | 3 |
|
|
2017
Q4 | $7.42M | Buy |
+58,094
| New | +$7.42M | 3.94% | 5 |
|