Clear Perspectives Financial Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$277K Hold
2022
Q4
$255K Hold
2022
Q3
$242K Sell
2022
Q2
$272K Sell
2022
Q1
$1.05M Sell
2021
Q4
$1.34M Sell
2021
Q3
$1.31M Sell
2021
Q2
$1.34M Sell
2021
Q1
$1.25M Sell
2020
Q4
$1.25M Buy