Cape Investment Advisory’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
Q1
Sell
-16
Closed -$3.51K 1177
2023
Q4
$3.51K Sell
16
-685
-98% -$150K ﹤0.01% 834
2023
Q3
$137K Hold
701
0.08% 179
2023
Q2
$144K Sell
701
-11
-2% -$2.26K 0.08% 169
2023
Q1
$139K Buy
+712
New +$139K 0.08% 162