Geneva 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $333K | Buy |
2,831
+1
| +0% | +$118 | 0.01% | 590 |
|
2017
Q1 | $320K | Sell |
2,830
-243
| -8% | -$27.5K | 0.01% | 582 |
|
2016
Q4 | $325K | Buy |
3,073
+589
| +24% | +$62.3K | 0.01% | 561 |
|
2016
Q3 | $264K | Buy |
+2,484
| New | +$264K | 0.01% | 603 |
|
2014
Q4 | – | Sell |
-2,895
| Closed | -$279K | – | 742 |
|
2014
Q3 | $279K | Hold |
2,895
| – | – | 0.01% | 530 |
|
2014
Q2 | $279K | Hold |
2,895
| – | – | 0.01% | 531 |
|
2014
Q1 | $268K | Buy |
+2,895
| New | +$268K | ﹤0.01% | 501 |
|
2013
Q3 | – | Sell |
-3,415
| Closed | -$267K | – | 552 |
|
2013
Q2 | $267K | Buy |
+3,415
| New | +$267K | 0.01% | 354 |
|