Destination 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,469
| Closed | -$374K | – | 214 |
|
2021
Q4 | $374K | Buy |
1,469
+2
| +0.1% | +$509 | 0.01% | 158 |
|
2021
Q3 | $347K | Sell |
1,467
-32
| -2% | -$7.57K | 0.01% | 140 |
|
2021
Q2 | $354K | Sell |
1,499
-48
| -3% | -$11.3K | 0.01% | 147 |
|
2021
Q1 | $332K | Buy |
1,547
+83
| +6% | +$17.8K | 0.01% | 147 |
|
2020
Q4 | $310K | Sell |
1,464
-89
| -6% | -$18.8K | 0.01% | 141 |
|
2020
Q3 | $280K | Buy |
1,553
+3
| +0.2% | +$541 | 0.01% | 128 |
|
2020
Q2 | $256K | Buy |
+1,550
| New | +$256K | 0.01% | 132 |
|
2020
Q1 | – | Sell |
-1,687
| Closed | -$268K | – | 176 |
|
2019
Q4 | $268K | Buy |
1,687
+4
| +0.2% | +$635 | 0.01% | 140 |
|
2019
Q3 | $249K | Buy |
1,683
+7
| +0.4% | +$1.04K | 0.01% | 131 |
|
2019
Q2 | $250K | Sell |
1,676
-1,361
| -45% | -$203K | 0.01% | 133 |
|
2019
Q1 | $434K | Buy |
+3,037
| New | +$434K | 0.02% | 114 |
|