BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $44.8K | Hold |
218
| – | – | 0.01% | 454 |
|
|
2023
Q1 | $42.4K | Hold |
218
| – | – | 0.01% | 449 |
|
|
2022
Q4 | $39.1K | Hold |
218
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $37K | Buy |
218
+1
| +0.5% | +$170 | ﹤0.01% | 457 |
|
|
2022
Q2 | $38K | Hold |
217
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $48K | Hold |
217
| – | – | 0.01% | 437 |
|
|
2021
Q4 | $55K | Sell |
217
-500
| -70% | -$127K | 0.01% | 435 |
|
|
2021
Q3 | $169K | Hold |
717
| – | – | 0.02% | 307 |
|
|
2021
Q2 | $169K | Sell |
717
-75
| -9% | -$17.7K | 0.02% | 312 |
|
|
2021
Q1 | $170K | Buy |
792
+115
| +17% | +$24.7K | 0.02% | 307 |
|
|
2020
Q4 | $143K | Hold |
677
| – | – | 0.02% | 263 |
|
|
2020
Q3 | $122K | Sell |
677
-25
| -4% | -$4.51K | 0.02% | 256 |
|
|
2020
Q2 | $116K | Sell |
702
-159
| -18% | -$26.3K | 0.02% | 265 |
|
|
2020
Q1 | $109K | Sell |
861
-19
| -2% | -$2.41K | 0.02% | 260 |
|
|
2019
Q4 | $140K | Sell |
880
-48
| -5% | -$7.64K | 0.04% | 220 |
|
|
2019
Q3 | $137K | Sell |
928
-23
| -2% | -$3.4K | 0.04% | 226 |
|
|
2019
Q2 | $142K | Buy |
951
+51
| +6% | +$7.62K | 0.04% | 219 |
|
|
2019
Q1 | $129K | Hold |
900
| – | – | 0.04% | 207 |
|
|
2018
Q4 | $108K | Sell |
900
-616
| -41% | -$73.9K | 0.04% | 196 |
|
|
2018
Q3 | $216K | Hold |
1,516
| – | – | 0.07% | 148 |
|
|
2018
Q2 | $204K | Sell |
1,516
-94
| -6% | -$12.6K | 0.07% | 158 |
|
|
2018
Q1 | $209K | Buy |
+1,610
| New | +$209K | 0.08% | 125 |
|
|
2017
Q3 | – | Sell |
-1,069
| Closed | -$126K | – | 555 |
|
|
2017
Q2 | $126K | Buy |
+1,069
| New | +$126K | 0.06% | 150 |
|