Financial Life Advisors’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
Q2 | – | Sell |
-1,778
| Closed | -$347K | – | 69 |
|
|
2023
Q1 | $347K | Sell |
1,778
-154
| -8% | -$30K | 0.15% | 54 |
|
|
2022
Q4 | $347K | Sell |
1,932
-2,138
| -53% | -$384K | 0.16% | 60 |
|
|
2022
Q3 | $694K | Sell |
4,070
-65
| -2% | -$11.1K | 0.35% | 35 |
|
|
2022
Q2 | $725K | Buy |
4,135
+140
| +4% | +$24.5K | 0.34% | 26 |
|
|
2022
Q1 | $890K | Sell |
3,995
-74
| -2% | -$16.5K | 0.37% | 25 |
|
|
2021
Q4 | $1.04M | Sell |
4,069
-27
| -0.7% | -$6.87K | 0.41% | 21 |
|
|
2021
Q3 | $968K | Sell |
4,096
-39
| -0.9% | -$9.22K | 0.4% | 22 |
|
|
2021
Q2 | $977K | Sell |
4,135
-400
| -9% | -$94.5K | 0.42% | 22 |
|
|
2021
Q1 | $973K | Sell |
4,535
-381
| -8% | -$81.7K | 0.45% | 22 |
|
|
2020
Q4 | $1.04M | Sell |
4,916
-152
| -3% | -$32.2K | 0.54% | 20 |
|
|
2020
Q3 | $912K | Buy |
+5,068
| New | +$912K | 0.48% | 21 |
|
|
2020
Q1 | – | Sell |
-6,127
| Closed | -$973K | – | 43 |
|
|
2019
Q4 | $973K | Sell |
6,127
-344
| -5% | -$54.6K | 0.59% | 19 |
|
|
2019
Q3 | $958K | Sell |
6,471
-85
| -1% | -$12.6K | 0.61% | 20 |
|
|
2019
Q2 | $979K | Sell |
6,556
-184
| -3% | -$27.5K | 0.65% | 21 |
|
|
2019
Q1 | $962K | Sell |
6,740
-1,765
| -21% | -$252K | 0.66% | 22 |
|
|
2018
Q4 | $1.02M | Sell |
8,505
-396
| -4% | -$47.4K | 0.79% | 21 |
|
|
2018
Q3 | $1.27M | Sell |
8,901
-159
| -2% | -$22.7K | 0.93% | 22 |
|
|
2018
Q2 | $1.22M | Sell |
9,060
-1,005
| -10% | -$135K | 1% | 23 |
|
|
2018
Q1 | $1.27M | Sell |
10,065
-849
| -8% | -$107K | 1.17% | 22 |
|
|
2017
Q4 | $1.39M | Buy |
+10,914
| New | +$1.39M | 1.13% | 26 |
|