Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,102
| Closed | -$118K | – | 912 |
|
|
2016
Q3 | $118K | Buy |
+1,102
| New | +$118K | 0.01% | 727 |
|
|
2016
Q1 | – | Sell |
-9,926
| Closed | -$985K | – | 714 |
|
|
2015
Q4 | $985K | Sell |
9,926
-47
| -0.5% | -$4.66K | 0.13% | 197 |
|
|
2015
Q3 | $967K | Sell |
9,973
-1,305
| -12% | -$127K | 0.13% | 201 |
|
|
2015
Q2 | $1.2M | Buy |
11,278
+164
| +1% | +$17.5K | 0.16% | 160 |
|
|
2015
Q1 | $304K | Sell |
11,114
-211
| -2% | -$5.77K | 0.09% | 294 |
|
|
2014
Q4 | $1.15M | Buy |
11,325
+6,636
| +142% | +$672K | 0.18% | 147 |
|
|
2014
Q3 | $450K | Sell |
4,689
-507
| -10% | -$48.7K | 0.06% | 291 |
|
|
2014
Q2 | $489K | Sell |
5,196
-9,704
| -65% | -$913K | 0.06% | 282 |
|
|
2014
Q1 | $1.36M | Sell |
14,900
-3,975
| -21% | -$363K | 0.17% | 90 |
|
|
2013
Q4 | $1.71M | Sell |
18,875
-1,985
| -10% | -$180K | 0.22% | 66 |
|
|
2013
Q3 | $1.78M | Buy |
+20,860
| New | +$1.78M | 0.25% | 50 |
|