AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1M | Buy |
4,242
+956
| +29% | +$226K | 0.07% | 67 |
|
|
2021
Q1 | $705K | Buy |
3,286
+369
| +13% | +$79.2K | 0.05% | 67 |
|
|
2020
Q4 | $619K | Sell |
2,917
-287
| -9% | -$60.9K | 0.05% | 67 |
|
|
2020
Q3 | $577K | Hold |
3,204
| – | – | 0.05% | 65 |
|
|
2020
Q2 | $529K | Hold |
3,204
| – | – | 0.06% | 62 |
|
|
2020
Q1 | $406K | Hold |
3,204
| – | – | 0.04% | 82 |
|
|
2019
Q4 | $509K | Hold |
3,204
| – | – | 0.04% | 78 |
|
|
2019
Q3 | $475K | Hold |
3,204
| – | – | 0.04% | 77 |
|
|
2019
Q2 | $478K | Buy |
+3,204
| New | +$478K | 0.04% | 70 |
|
|
2018
Q2 | – | Sell |
-3,203
| Closed | -$415K | – | 76 |
|
|
2018
Q1 | $415K | Buy |
3,203
+112
| +4% | +$14.5K | 0.07% | 61 |
|
|
2017
Q4 | $395K | Buy |
+3,091
| New | +$395K | 0.08% | 59 |
|