Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-280
| Closed | -$64.3K | – | 1275 |
|
|
2024
Q2 | $64.3K | Buy |
280
+28
| +11% | +$6.43K | ﹤0.01% | 459 |
|
|
2024
Q1 | $59.4K | Sell |
252
-1,748
| -87% | -$412K | ﹤0.01% | 414 |
|
|
2023
Q4 | $439K | Buy |
2,000
+701
| +54% | +$154K | 0.01% | 273 |
|
|
2023
Q3 | $253K | Buy |
1,299
+237
| +22% | +$46.2K | 0.01% | 295 |
|
|
2023
Q2 | $219K | Buy |
1,062
+907
| +585% | +$187K | 0.01% | 313 |
|
|
2023
Q1 | $30.2K | Buy |
155
+11
| +8% | +$2.14K | ﹤0.01% | 592 |
|
|
2022
Q4 | $25.9K | Sell |
144
-74
| -34% | -$13.3K | ﹤0.01% | 638 |
|
|
2022
Q3 | $37K | Buy |
218
+43
| +25% | +$7.3K | ﹤0.01% | 529 |
|
|
2022
Q2 | $31K | Hold |
175
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $39K | Sell |
175
-177
| -50% | -$39.4K | ﹤0.01% | 522 |
|
|
2021
Q4 | $90K | Sell |
352
-47
| -12% | -$12K | ﹤0.01% | 374 |
|
|
2021
Q3 | $94K | Sell |
399
-13
| -3% | -$3.06K | ﹤0.01% | 377 |
|
|
2021
Q2 | $97K | Buy |
412
+11
| +3% | +$2.59K | ﹤0.01% | 370 |
|
|
2021
Q1 | $86K | Buy |
401
+386
| +2,573% | +$82.8K | ﹤0.01% | 384 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 914 |
|
|
2020
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 919 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | -$1K | – | 1243 |
|
|
2019
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 984 |
|
|
2018
Q3 | – | Sell |
-11
| Closed | -$1K | – | 1064 |
|
|
2018
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 941 |
|
|
2018
Q1 | – | Sell |
-21
| Closed | -$3K | – | 1171 |
|
|
2017
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 774 |
|