CIC Wealth’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 | $244K | Hold |
1,001
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $230K | Hold |
1,001
| – | – | 0.06% | 146 |
|
|
2024
Q1 | $236K | Sell |
1,001
-339
| -25% | -$79.9K | 0.07% | 145 |
|
|
2023
Q4 | $294K | Sell |
1,340
-75
| -5% | -$16.5K | 0.09% | 121 |
|
|
2023
Q3 | $276K | Sell |
1,415
-159
| -10% | -$31K | 0.1% | 117 |
|
|
2023
Q2 | $324K | Sell |
1,574
-274
| -15% | -$56.4K | 0.11% | 109 |
|
|
2023
Q1 | $360K | Buy |
1,848
+312
| +20% | +$60.8K | 0.14% | 104 |
|
|
2022
Q4 | $276K | Buy |
+1,536
| New | +$276K | 0.11% | 118 |
|