Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,839
| Closed | -$304K | – | 104 |
|
|
2020
Q2 | $304K | Sell |
1,839
-53
| -3% | -$8.76K | 0.14% | 68 |
|
|
2020
Q1 | $240K | Sell |
1,892
-39
| -2% | -$4.95K | 0.17% | 74 |
|
|
2019
Q4 | $307K | Sell |
1,931
-1,377
| -42% | -$219K | 0.19% | 66 |
|
|
2019
Q3 | $490K | Sell |
3,308
-1,231
| -27% | -$182K | 0.35% | 52 |
|
|
2019
Q2 | $678K | Sell |
4,539
-838
| -16% | -$125K | 0.51% | 45 |
|
|
2019
Q1 | $771K | Sell |
5,377
-352
| -6% | -$50.5K | 0.67% | 40 |
|
|
2018
Q4 | $686K | Buy |
+5,729
| New | +$686K | 0.73% | 41 |
|