Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-291
| Closed | -$51K | – | 872 |
|
|
2022
Q2 | $51K | Hold |
291
| – | – | 0.01% | 329 |
|
|
2022
Q1 | $65K | Hold |
291
| – | – | 0.01% | 318 |
|
|
2021
Q4 | $74K | Buy |
291
+250
| +610% | +$63.6K | 0.01% | 291 |
|
|
2021
Q3 | $10K | Hold |
41
| – | – | ﹤0.01% | 581 |
|
|
2021
Q2 | $10K | Hold |
41
| – | – | ﹤0.01% | 573 |
|
|
2021
Q1 | $9K | Buy |
41
+11
| +37% | +$2.42K | ﹤0.01% | 564 |
|
|
2020
Q4 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 581 |
|