9258 Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $352K | Sell |
|
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $342K | Sell |
|
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|
2023
Q3 | $320K | Hold |
|
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|
2023
Q2 | $338K | Sell |
|
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $339K | Sell |
|
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $355K | Sell |
|
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $292K | Buy |
|