1900 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,106
| Closed | -$462K | – | 290 |
|
|
2023
Q4 | $462K | Sell |
2,106
-35
| -2% | -$7.69K | 0.04% | 199 |
|
|
2023
Q3 | $417K | Sell |
2,141
-47
| -2% | -$9.15K | 0.04% | 203 |
|
|
2023
Q2 | $450K | Sell |
2,188
-282
| -11% | -$58K | 0.05% | 167 |
|
|
2023
Q1 | $447K | Buy |
2,470
+219
| +10% | +$39.7K | 0.05% | 166 |
|
|
2022
Q4 | $405K | Sell |
2,251
-242
| -10% | -$43.5K | 0.04% | 173 |
|
|
2022
Q3 | $425K | Buy |
2,493
+254
| +11% | +$43.3K | 0.05% | 159 |
|
|
2022
Q2 | $393K | Sell |
2,239
-112
| -5% | -$19.7K | 0.04% | 169 |
|
|
2022
Q1 | $523K | Sell |
2,351
-4,650
| -66% | -$1.03M | 0.05% | 161 |
|
|
2021
Q4 | $1.78M | Buy |
7,001
+20
| +0.3% | +$5.09K | 0.16% | 96 |
|
|
2021
Q3 | $1.65M | Buy |
6,981
+322
| +5% | +$76.1K | 0.16% | 95 |
|
|
2021
Q2 | $1.57M | Sell |
6,659
-2,950
| -31% | -$697K | 0.15% | 92 |
|
|
2021
Q1 | $2.06K | Sell |
9,609
-1,156
| -11% | -$248 | 0.16% | 69 |
|
|
2020
Q4 | $2.28M | Buy |
+10,765
| New | +$2.28M | 0.27% | 58 |
|