Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $139K | Sell |
712
-715
| -50% | -$139K | 0.09% | 52 |
|
|
2022
Q4 | $257K | Sell |
1,427
-29
| -2% | -$5.21K | 0.17% | 51 |
|
|
2022
Q3 | $252K | Sell |
1,456
-58
| -4% | -$10K | 0.17% | 51 |
|
|
2022
Q2 | $294K | Buy |
+1,514
| New | +$294K | 0.18% | 50 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 700 |
|
|
2020
Q4 | – | Sell |
-103
| Closed | -$19K | – | 857 |
|
|
2020
Q3 | $19K | Hold |
103
| – | – | 0.01% | 172 |
|
|
2020
Q2 | $17K | Sell |
103
-14
| -12% | -$2.31K | 0.01% | 171 |
|
|
2020
Q1 | $14K | Hold |
117
| – | – | 0.01% | 174 |
|
|
2019
Q4 | $18K | Hold |
117
| – | – | 0.02% | 169 |
|
|
2019
Q3 | $17K | Buy |
+117
| New | +$17K | 0.02% | 184 |
|