9258 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
Q3 | $290K | Sell |
1,193
-339
| -22% | -$82.5K | 0.04% | 276 |
|
|
2024
Q2 | $352K | Sell |
1,532
-24
| -2% | -$5.51K | 0.05% | 242 |
|
|
2024
Q1 | $367K | Hold |
1,556
| – | – | 0.06% | 240 |
|
|
2023
Q4 | $342K | Sell |
1,556
-88
| -5% | -$19.3K | 0.06% | 233 |
|
|
2023
Q3 | $320K | Hold |
1,644
| – | – | 0.06% | 235 |
|
|
2023
Q2 | $338K | Sell |
1,644
-152
| -8% | -$31.3K | 0.06% | 240 |
|
|
2023
Q1 | $350K | Sell |
1,796
-88
| -5% | -$17.2K | 0.07% | 230 |
|
|
2022
Q4 | $339K | Sell |
1,884
-194
| -9% | -$34.9K | 0.07% | 230 |
|
|
2022
Q3 | $354K | Buy |
2,078
+56
| +3% | +$9.54K | 0.09% | 215 |
|
|
2022
Q2 | $355K | Sell |
2,022
-147
| -7% | -$25.8K | 0.09% | 218 |
|
|
2022
Q1 | $483K | Buy |
2,169
+1,021
| +89% | +$227K | 0.11% | 194 |
|
|
2021
Q4 | $292K | Buy |
+1,148
| New | +$292K | 0.07% | 296 |
|