Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,105
| Closed | -$246K | – | 118 |
|
|
2022
Q1 | $246K | Sell |
1,105
-30
| -3% | -$6.68K | 0.15% | 109 |
|
|
2021
Q4 | $289K | Hold |
1,135
| – | – | 0.17% | 107 |
|
|
2021
Q3 | $268K | Hold |
1,135
| – | – | 0.17% | 110 |
|
|
2021
Q2 | $268K | Hold |
1,135
| – | – | 0.17% | 107 |
|
|
2021
Q1 | $244K | Hold |
1,135
| – | – | 0.17% | 107 |
|
|
2020
Q4 | $241K | Hold |
1,135
| – | – | 0.18% | 105 |
|
|
2020
Q3 | $204K | Buy |
+1,135
| New | +$204K | 0.17% | 107 |
|
|
2019
Q2 | – | Sell |
-1,335
| Closed | -$190K | – | 340 |
|
|
2019
Q1 | $190K | Sell |
1,335
-1
| -0.1% | -$142 | 0.17% | 104 |
|
|
2018
Q4 | $160K | Hold |
1,336
| – | – | 0.16% | 109 |
|
|
2018
Q3 | $190K | Hold |
1,336
| – | – | 0.17% | 106 |
|
|
2018
Q2 | $180K | Hold |
1,336
| – | – | 0.18% | 107 |
|
|
2018
Q1 | $173K | Sell |
1,336
-50
| -4% | -$6.48K | 0.17% | 103 |
|
|
2017
Q4 | $177K | Buy |
+1,386
| New | +$177K | 0.17% | 102 |
|