Castleview Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-269
| Closed | -$68.5K | – | 567 |
|
2024
Q4 | $68.5K | Hold |
269
| – | – | 0.04% | 293 |
|
2024
Q3 | $65.4K | Buy |
269
+144
| +115% | +$35K | 0.04% | 291 |
|
2024
Q2 | $28.7K | Buy |
125
+102
| +443% | +$23.4K | 0.02% | 395 |
|
2024
Q1 | $5.42K | Hold |
23
| – | – | ﹤0.01% | 623 |
|
2023
Q4 | $5.05K | Buy |
+23
| New | +$5.05K | ﹤0.01% | 582 |
|