Fulcrum Capital’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
Q2 | – | Sell |
-146,602
| Closed | -$32.7M | – | 84 |
|
2022
Q1 | $32.7M | Sell |
146,602
-12,835
| -8% | -$2.86M | 8.75% | 1 |
|
2021
Q4 | $40.6M | Buy |
159,437
+4,317
| +3% | +$1.1M | 8.8% | 1 |
|
2021
Q3 | $36.7M | Buy |
155,120
+1,299
| +0.8% | +$307K | 8.77% | 1 |
|
2021
Q2 | $36.4M | Buy |
153,821
+8,361
| +6% | +$1.98M | 9.12% | 1 |
|
2021
Q1 | $31.2M | Buy |
145,460
+988
| +0.7% | +$212K | 8.95% | 1 |
|
2020
Q4 | $30.6M | Buy |
144,472
+13,157
| +10% | +$2.79M | 9.16% | 1 |
|
2020
Q3 | $23.7M | Buy |
131,315
+4,138
| +3% | +$745K | 8.56% | 1 |
|
2020
Q2 | $21M | Buy |
+127,177
| New | +$21M | 7.96% | 1 |
|