Capital Advisors Wealth Management’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 |
-5,470
| Closed | -$1.2M | – | 164 |
|
|
2023
Q4 | $1.2M | Buy |
5,470
+312
| +6% | +$68.5K | 0.27% | 48 |
|
|
2023
Q3 | $1M | Sell |
5,158
-13,988
| -73% | -$2.72M | 0.26% | 52 |
|
|
2023
Q2 | $3.94M | Buy |
19,146
+505
| +3% | +$104K | 1.01% | 25 |
|
|
2023
Q1 | $3.63M | Buy |
+18,641
| New | +$3.63M | 1.01% | 27 |
|
|
2022
Q1 | – | Sell |
-21,454
| Closed | -$5.46M | – | 137 |
|
|
2021
Q4 | $5.46M | Sell |
21,454
-1,627
| -7% | -$414K | 1.66% | 21 |
|
|
2021
Q3 | $5.45M | Buy |
23,081
+147
| +0.6% | +$34.7K | 1.93% | 18 |
|
|
2021
Q2 | $5.42M | Buy |
22,934
+5,454
| +31% | +$1.29M | 2.01% | 17 |
|
|
2021
Q1 | $3.75M | Buy |
+17,480
| New | +$3.75M | 1.62% | 20 |
|