Burleson & Co’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
Q4 | $1.31M | Hold |
7,305
| – | – | 0.33% | 74 |
|
|
2022
Q3 | $1.25M | Buy |
7,305
+117
| +2% | +$20K | 0.27% | 67 |
|
|
2022
Q2 | $1.26M | Sell |
7,188
-2,912
| -29% | -$511K | 0.27% | 64 |
|
|
2022
Q1 | $2.25M | Buy |
10,100
+1,867
| +23% | +$416K | 0.36% | 62 |
|
|
2021
Q4 | $2.1M | Buy |
8,233
+273
| +3% | +$69.5K | 0.31% | 60 |
|
|
2021
Q3 | $1.88M | Buy |
7,960
+3,251
| +69% | +$768K | 0.28% | 56 |
|
|
2021
Q2 | $1.11M | Buy |
4,709
+213
| +5% | +$50.3K | 0.16% | 72 |
|
|
2021
Q1 | $965K | Buy |
4,496
+301
| +7% | +$64.6K | 0.16% | 74 |
|
|
2020
Q4 | $890K | Buy |
4,195
+309
| +8% | +$65.6K | 0.15% | 79 |
|
|
2020
Q3 | $758K | Sell |
3,886
-712
| -15% | -$139K | 0.14% | 84 |
|
|
2020
Q2 | $823K | Sell |
4,598
-82
| -2% | -$14.7K | 0.18% | 85 |
|
|
2020
Q1 | $710K | Sell |
4,680
-1,644
| -26% | -$249K | 0.18% | 89 |
|
|
2019
Q4 | $1.05M | Sell |
6,324
-277
| -4% | -$45.9K | 0.29% | 76 |
|
|
2019
Q3 | $985K | Buy |
6,601
+96
| +1% | +$14.3K | 0.34% | 62 |
|
|
2019
Q2 | $977K | Buy |
6,505
+346
| +6% | +$52K | 0.41% | 59 |
|
|
2019
Q1 | $913K | Buy |
6,159
+63
| +1% | +$9.34K | 0.39% | 62 |
|
|
2018
Q4 | $843K | Buy |
6,096
+840
| +16% | +$116K | 0.44% | 59 |
|
|
2018
Q3 | $667K | Buy |
5,256
+740
| +16% | +$93.9K | 0.37% | 66 |
|
|
2018
Q2 | $607K | Buy |
4,516
+255
| +6% | +$34.3K | 0.35% | 70 |
|
|
2018
Q1 | $552K | Buy |
4,261
+2,267
| +114% | +$294K | 0.36% | 69 |
|
|
2017
Q4 | $255K | Buy |
+1,994
| New | +$255K | 0.16% | 95 |
|