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 |
|