Focused 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-57
| Closed | -$6K | – | 708 |
|
2015
Q4 | $6K | Hold |
57
| – | – | ﹤0.01% | 484 |
|
2015
Q3 | $6K | Hold |
57
| – | – | ﹤0.01% | 470 |
|
2015
Q2 | $6K | Hold |
57
| – | – | ﹤0.01% | 486 |
|
2015
Q1 | $6K | Hold |
57
| – | – | ﹤0.01% | 506 |
|
2014
Q4 | $6K | Hold |
57
| – | – | ﹤0.01% | 491 |
|
2014
Q3 | $5K | Hold |
57
| – | – | ﹤0.01% | 512 |
|
2014
Q2 | $5K | Sell |
57
-163
| -74% | -$14.3K | ﹤0.01% | 512 |
|
2014
Q1 | $20K | Hold |
220
| – | – | 0.02% | 285 |
|
2013
Q4 | $20K | Hold |
220
| – | – | 0.02% | 294 |
|
2013
Q3 | $19K | Buy |
+220
| New | +$19K | 0.02% | 281 |
|