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Concord Asset Management (Virginia)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Concord Asset Management (Virginia)’s Portfolio VOT Stock Details VOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,269
Closed -$398K – 46
2022
Q2 		$398K Buy
2,269
+102
+5% +$17.9K 0.29% 36
2022
Q1 		$483K Buy
2,167
+125
+6% +$27.9K 0.32% 33
2021
Q4 		$520K Buy
+2,042
New +$520K 0.35% 27