CFG
Cooper Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Sell |
712
-144
| -17% | -$41K | 0.02% | 361 |
|
2025
Q1 | $209K | Sell |
856
-266
| -24% | -$65.1K | 0.03% | 360 |
|
2024
Q4 | $285K | Buy |
1,122
+44
| +4% | +$11.2K | 0.03% | 320 |
|
2024
Q3 | $262K | Buy |
1,078
+35
| +3% | +$8.52K | 0.03% | 326 |
|
2024
Q2 | $239K | Buy |
1,043
+8
| +0.8% | +$1.84K | 0.04% | 338 |
|
2024
Q1 | $244K | Sell |
1,035
-1,571
| -60% | -$370K | 0.04% | 317 |
|
2023
Q4 | $572K | Buy |
2,606
+113
| +5% | +$24.8K | 0.1% | 186 |
|
2023
Q3 | $486K | Buy |
+2,493
| New | +$486K | 0.12% | 193 |
|