CA
Calton & Associates’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-961
| Closed | -$235K | – | 429 |
|
2025
Q1 | $235K | Buy |
+961
| New | +$235K | 0.05% | 286 |
|
2021
Q4 | – | Sell |
-2,922
| Closed | -$690K | – | 413 |
|
2021
Q3 | $690K | Buy |
2,922
+1,488
| +104% | +$351K | 0.15% | 163 |
|
2021
Q2 | $339K | Buy |
1,434
+40
| +3% | +$9.46K | 0.06% | 273 |
|
2021
Q1 | $299K | Sell |
1,394
-83
| -6% | -$17.8K | 0.06% | 287 |
|
2020
Q4 | $313K | Buy |
+1,477
| New | +$313K | 0.06% | 255 |
|
2018
Q1 | – | Sell |
-84
| Closed | -$11K | – | 1247 |
|
2017
Q4 | $11K | Buy |
+84
| New | +$11K | ﹤0.01% | 1048 |
|