Asset Planning Services (Pennsylvania)’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
Q4 | $288K | Buy |
1,131
+2
| +0.2% | +$509 | 0.13% | 66 |
|
|
2021
Q3 | $267K | Hold |
1,129
| – | – | 0.13% | 67 |
|
|
2021
Q2 | $267K | Buy |
1,129
+1
| +0.1% | +$236 | 0.13% | 68 |
|
|
2021
Q1 | $242K | Buy |
1,128
+1
| +0.1% | +$215 | 0.11% | 69 |
|
|
2020
Q4 | $239K | Buy |
1,127
+2
| +0.2% | +$424 | 0.11% | 69 |
|
|
2020
Q3 | $203K | Buy |
+1,125
| New | +$203K | 0.09% | 78 |
|
|
2019
Q4 | – | Sell |
-1,116
| Closed | -$165K | – | 250 |
|
|
2019
Q3 | $165K | Buy |
1,116
+5
| +0.5% | +$739 | 0.07% | 80 |
|
|
2019
Q2 | $166K | Buy |
1,111
+1
| +0.1% | +$149 | 0.07% | 77 |
|
|
2019
Q1 | $158K | Hold |
1,110
| – | – | 0.07% | 77 |
|
|
2018
Q4 | $133K | Buy |
1,110
+3
| +0.3% | +$359 | 0.07% | 78 |
|
|
2018
Q3 | $148K | Buy |
1,107
+2
| +0.2% | +$267 | 0.07% | 76 |
|
|
2018
Q2 | $149K | Buy |
1,105
+2
| +0.2% | +$270 | 0.07% | 73 |
|
|
2018
Q1 | $143K | Buy |
1,103
+2
| +0.2% | +$259 | 0.07% | 76 |
|
|
2017
Q4 | $141K | Buy |
1,101
+2
| +0.2% | +$256 | 0.07% | 85 |
|
|
2017
Q3 | $134K | Sell |
1,099
-1,601
| -59% | -$195K | 0.07% | 84 |
|
|
2017
Q2 | $318K | Sell |
2,700
-413
| -13% | -$48.6K | 0.2% | 54 |
|
|
2017
Q1 | $352K | Buy |
3,113
+5
| +0.2% | +$565 | 0.24% | 52 |
|
|
2016
Q4 | $328K | Sell |
3,108
-39
| -1% | -$4.12K | 0.26% | 49 |
|
|
2016
Q3 | $335K | Sell |
3,147
-39
| -1% | -$4.15K | 0.28% | 49 |
|
|
2016
Q2 | $325K | Buy |
3,186
+5
| +0.2% | +$510 | 0.28% | 49 |
|
|
2016
Q1 | $319K | Buy |
3,181
+5
| +0.2% | +$501 | 0.29% | 48 |
|
|
2015
Q4 | $317K | Buy |
3,176
+11
| +0.3% | +$1.1K | 0.31% | 45 |
|
|
2015
Q3 | $308K | Buy |
3,165
+14
| +0.4% | +$1.36K | 0.31% | 45 |
|
|
2015
Q2 | $336K | Buy |
+3,151
| New | +$336K | 0.32% | 43 |
|