CAAS
Capital Asset Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
| Closed | -$25K | – | 639 |
|
|
2021
Q4 | $25K | Sell |
100
-47
| -32% | -$11.8K | ﹤0.01% | 473 |
|
|
2021
Q3 | $35K | Hold |
147
| – | – | ﹤0.01% | 520 |
|
|
2021
Q2 | $35K | Hold |
147
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $32K | Hold |
147
| – | – | ﹤0.01% | 534 |
|
|
2020
Q4 | $31K | Hold |
147
| – | – | 0.01% | 737 |
|
|
2020
Q3 | $26K | Hold |
147
| – | – | 0.01% | 415 |
|
|
2020
Q2 | $26K | Buy |
+147
| New | +$26K | 0.01% | 439 |
|
|
2017
Q3 | – | Sell |
-10,779
| Closed | -$1.27M | – | 128 |
|
|
2017
Q2 | $1.27M | Sell |
10,779
-3,508
| -25% | -$412K | 0.81% | 32 |
|
|
2017
Q1 | $1.61M | Buy |
14,287
+1,005
| +8% | +$114K | 1.17% | 21 |
|
|
2016
Q4 | $1.4M | Buy |
+13,282
| New | +$1.4M | 1.19% | 22 |
|