Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.7M | Sell |
11,745
-246
| -2% | -$56.5K | 0.03% | 204 |
|
|
2024
Q1 | $2.83M | Sell |
11,991
-668
| -5% | -$158K | 0.03% | 201 |
|
|
2023
Q4 | $2.78M | Sell |
12,659
-1,191
| -9% | -$262K | 0.03% | 194 |
|
|
2023
Q3 | $2.7M | Sell |
13,850
-517
| -4% | -$101K | 0.04% | 187 |
|
|
2023
Q2 | $2.96M | Buy |
14,367
+7,208
| +101% | +$1.48M | 0.04% | 180 |
|
|
2023
Q1 | $1.29M | Hold |
7,159
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $1.29M | Buy |
7,159
+716
| +11% | +$129K | 0.02% | 238 |
|
|
2022
Q3 | $1.1M | Buy |
6,443
+1
| +0% | +$171 | 0.02% | 250 |
|
|
2022
Q2 | $1.13M | Sell |
6,442
-4,188
| -39% | -$735K | 0.02% | 247 |
|
|
2022
Q1 | $2.37M | Sell |
10,630
-1,158
| -10% | -$258K | 0.05% | 163 |
|
|
2021
Q4 | $3M | Buy |
11,788
+1,880
| +19% | +$479K | 0.06% | 146 |
|
|
2021
Q3 | $2.34M | Sell |
9,908
-386
| -4% | -$91.2K | 0.05% | 158 |
|
|
2021
Q2 | $2.43M | Sell |
10,294
-1,384
| -12% | -$327K | 0.06% | 153 |
|
|
2021
Q1 | $2.51M | Buy |
11,678
+1,227
| +12% | +$263K | 0.12% | 131 |
|
|
2020
Q4 | $2.22M | Buy |
10,451
+217
| +2% | +$46K | 0.12% | 139 |
|
|
2020
Q3 | $1.84M | Buy |
10,234
+1,816
| +22% | +$327K | 0.14% | 121 |
|
|
2020
Q2 | $1.39M | Sell |
8,418
-3,526
| -30% | -$582K | 0.13% | 123 |
|
|
2020
Q1 | $1.51M | Sell |
11,944
-2,978
| -20% | -$377K | 0.15% | 116 |
|
|
2019
Q4 | $2.37M | Sell |
14,922
-77
| -0.5% | -$12.2K | 0.23% | 86 |
|
|
2019
Q3 | $2.22M | Buy |
14,999
+1,802
| +14% | +$267K | 0.24% | 83 |
|
|
2019
Q2 | $1.97M | Buy |
13,197
+4,029
| +44% | +$601K | 0.21% | 89 |
|
|
2019
Q1 | $1.31M | Buy |
9,168
+6,952
| +314% | +$993K | 0.17% | 114 |
|
|
2018
Q4 | $265K | Buy |
2,216
+453
| +26% | +$54.2K | 0.04% | 286 |
|
|
2018
Q3 | $251K | Buy |
+1,763
| New | +$251K | 0.04% | 302 |
|