Aspire 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 | $1.8M | Sell |
7,397
-47
| -0.6% | -$11.4K | 0.97% | 21 |
|
2024
Q2 | $1.71M | Sell |
7,444
-516
| -6% | -$118K | 0.98% | 22 |
|
2024
Q1 | $1.88M | Sell |
7,960
-61
| -0.8% | -$14.4K | 1.13% | 21 |
|
2023
Q4 | $1.76M | Sell |
8,021
-663
| -8% | -$146K | 1.2% | 20 |
|
2023
Q3 | $1.69M | Sell |
8,684
-162
| -2% | -$31.6K | 1.29% | 19 |
|
2023
Q2 | $1.82M | Sell |
8,846
-14
| -0.2% | -$2.88K | 1.38% | 17 |
|
2023
Q1 | $1.73M | Sell |
8,860
-155
| -2% | -$30.2K | 1.4% | 17 |
|
2022
Q4 | $1.62M | Sell |
9,015
-429
| -5% | -$77.1K | 1.41% | 17 |
|
2022
Q3 | $1.61M | Buy |
9,444
+2,754
| +41% | +$470K | 1.52% | 17 |
|
2022
Q2 | $1.17M | Buy |
6,690
+5,679
| +562% | +$996K | 1.08% | 22 |
|
2022
Q1 | $225K | Buy |
1,011
+795
| +368% | +$177K | 0.18% | 84 |
|
2021
Q4 | $55K | Buy |
+216
| New | +$55K | 0.04% | 118 |
|