Carmichael Hill & Associates’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
Q3
$279K Sell
1,145
-71
-6% -$17.3K 0.1% 145
2024
Q2
$279K Hold
1,216
0.11% 134
2024
Q1
$287K Sell
1,216
-61
-5% -$14.4K 0.11% 134
2023
Q4
$280K Hold
1,277
0.12% 128
2023
Q3
$249K Sell
1,277
-7
-0.5% -$1.36K 0.11% 125
2023
Q2
$264K Hold
1,284
0.12% 127
2023
Q1
$250K Buy
1,284
+1
+0.1% +$195 0.12% 126
2022
Q4
$231K Sell
1,283
-27
-2% -$4.85K 0.12% 131
2022
Q3
$223K Buy
1,310
+5
+0.4% +$851 0.12% 127
2022
Q2
$229K Sell
1,305
-19
-1% -$3.33K 0.12% 130
2022
Q1
$295K Hold
1,324
0.14% 121
2021
Q4
$337K Sell
1,324
-16
-1% -$4.07K 0.15% 108
2021
Q3
$317K Buy
1,340
+161
+14% +$38.1K 0.16% 108
2021
Q2
$279K Sell
1,179
-178
-13% -$42.1K 0.14% 114
2021
Q1
$291K Sell
1,357
-45
-3% -$9.65K 0.16% 111
2020
Q4
$297K Sell
1,402
-66
-4% -$14K 0.17% 104
2020
Q3
$264K Sell
1,468
-187
-11% -$33.6K 0.18% 102
2020
Q2
$273K Hold
1,655
0.2% 95
2020
Q1
$210K Sell
1,655
-374
-18% -$47.5K 0.18% 102
2019
Q4
$322K Sell
2,029
-415
-17% -$65.9K 0.23% 84
2019
Q3
$362K Buy
2,444
+1
+0% +$148 0.36% 73
2019
Q2
$365K Sell
2,443
-139
-5% -$20.8K 0.36% 77
2019
Q1
$369K Buy
2,582
+75
+3% +$10.7K 0.38% 73
2018
Q4
$300K Buy
2,507
+372
+17% +$44.5K 0.34% 79
2018
Q3
$304K Hold
2,135
0.29% 82
2018
Q2
$287K Buy
2,135
+41
+2% +$5.51K 0.31% 81
2018
Q1
$271K Buy
2,094
+120
+6% +$15.5K 0.3% 89
2017
Q4
$252K Buy
+1,974
New +$252K 0.28% 93