Disciplined Investments’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
Q3 | – | Sell |
-440
| Closed | -$90.5K | – | 1503 |
|
|
2023
Q2 | $90.5K | Hold |
440
| – | – | 0.05% | 162 |
|
|
2023
Q1 | $85.8K | Hold |
440
| – | – | 0.04% | 183 |
|
|
2022
Q4 | $79.1K | Hold |
440
| – | – | 0.04% | 168 |
|
|
2022
Q3 | $75K | Hold |
440
| – | – | 0.03% | 185 |
|
|
2022
Q2 | $77K | Buy |
440
+80
| +22% | +$14K | 0.03% | 184 |
|
|
2022
Q1 | $80K | Buy |
360
+306
| +567% | +$68K | 0.03% | 183 |
|
|
2021
Q4 | $14K | Hold |
54
| – | – | 0.01% | 334 |
|
|
2021
Q3 | $13K | Hold |
54
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $13K | Buy |
+54
| New | +$13K | 0.01% | 291 |
|
|
2020
Q4 | – | Sell |
-54
| Closed | -$10K | – | 415 |
|
|
2020
Q3 | $10K | Buy |
+54
| New | +$10K | 0.01% | 261 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$2K | – | 474 |
|
|
2019
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 391 |
|