Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $277K | Hold |
1,420
| – | – | 0.16% | 33 |
|
|
2022
Q4 | $255K | Hold |
1,420
| – | – | 0.14% | 41 |
|
|
2022
Q3 | $242K | Sell |
1,420
-130
| -8% | -$22.2K | 0.12% | 42 |
|
|
2022
Q2 | $272K | Sell |
1,550
-3,152
| -67% | -$553K | 0.11% | 43 |
|
|
2022
Q1 | $1.05M | Sell |
4,702
-580
| -11% | -$129K | 0.4% | 35 |
|
|
2021
Q4 | $1.35M | Sell |
5,282
-256
| -5% | -$65.2K | 0.54% | 30 |
|
|
2021
Q3 | $1.31M | Sell |
5,538
-139
| -2% | -$32.9K | 0.59% | 29 |
|
|
2021
Q2 | $1.34M | Sell |
5,677
-125
| -2% | -$29.5K | 0.65% | 29 |
|
|
2021
Q1 | $1.25M | Sell |
5,802
-100
| -2% | -$21.5K | 0.72% | 27 |
|
|
2020
Q4 | $1.25M | Buy |
+5,902
| New | +$1.25M | 0.79% | 28 |
|