Capital Directions Investment Advisors’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 | $334K | Buy |
+1,860
| New | +$334K | 0.12% | 45 |
|
|
2022
Q3 | – | Sell |
-1,870
| Closed | -$328K | – | 48 |
|
|
2022
Q2 | $328K | Buy |
1,870
+70
| +4% | +$12.3K | 0.11% | 54 |
|
|
2022
Q1 | $401K | Hold |
1,800
| – | – | 0.12% | 52 |
|
|
2021
Q4 | $458K | Buy |
+1,800
| New | +$458K | 0.13% | 51 |
|
|
2018
Q4 | – | Sell |
-672
| Closed | -$96K | – | 118 |
|
|
2018
Q3 | $96K | Buy |
+672
| New | +$96K | 0.03% | 66 |
|