Capital Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-854
| Closed | -$126K | – | 151 |
|
|
2019
Q3 | $126K | Buy |
+854
| New | +$126K | 0.04% | 126 |
|
|
2019
Q1 | – | Sell |
-2,098
| Closed | -$251K | – | 125 |
|
|
2018
Q4 | $251K | Sell |
2,098
-2,270
| -52% | -$272K | 0.09% | 103 |
|
|
2018
Q3 | $622K | Buy |
4,368
+207
| +5% | +$29.5K | 0.2% | 86 |
|
|
2018
Q2 | $559K | Buy |
+4,161
| New | +$559K | 0.25% | 76 |
|