Capstone Wealth Management Group (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,657
| Closed | -$837K | – | 66 |
|
|
2022
Q4 | $837K | Sell |
4,657
-186
| -4% | -$33.4K | 0.9% | 28 |
|
|
2022
Q3 | $826K | Sell |
4,843
-58
| -1% | -$9.89K | 1.06% | 26 |
|
|
2022
Q2 | $859K | Sell |
4,901
-619
| -11% | -$108K | 1.04% | 26 |
|
|
2022
Q1 | $1.23M | Sell |
5,520
-3,450
| -38% | -$769K | 1.23% | 20 |
|
|
2021
Q4 | $2.28M | Buy |
+8,970
| New | +$2.28M | 1.86% | 13 |
|