Bison Wealth’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
Q3 | – | Sell |
-156
| Closed | -$27K | – | 361 |
|
|
2022
Q2 | $27K | Sell |
156
-7
| -4% | -$1.21K | 0.02% | 256 |
|
|
2022
Q1 | $36K | Hold |
163
| – | – | 0.02% | 278 |
|
|
2021
Q4 | $42K | Sell |
163
-32
| -16% | -$8.25K | 0.02% | 250 |
|
|
2021
Q3 | $46K | Hold |
195
| – | – | 0.02% | 311 |
|
|
2021
Q2 | $46K | Sell |
195
-15
| -7% | -$3.54K | 0.02% | 319 |
|
|
2021
Q1 | $45K | Hold |
210
| – | – | 0.02% | 325 |
|
|
2020
Q4 | $45K | Buy |
210
+32
| +18% | +$6.86K | 0.02% | 301 |
|
|
2020
Q3 | $32K | Buy |
178
+4
| +2% | +$719 | 0.02% | 268 |
|
|
2020
Q2 | $29K | Sell |
174
-810
| -82% | -$135K | 0.02% | 272 |
|
|
2020
Q1 | $125K | Buy |
984
+71
| +8% | +$9.02K | 0.09% | 197 |
|
|
2019
Q4 | $145K | Buy |
+913
| New | +$145K | 0.07% | 251 |
|