HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-73
| Closed | -$15K | – | 282 |
|
|
2020
Q4 | $15K | Hold |
73
| – | – | ﹤0.01% | 243 |
|
|
2020
Q3 | $14K | Hold |
73
| – | – | ﹤0.01% | 218 |
|
|
2020
Q2 | $12K | Hold |
73
| – | – | ﹤0.01% | 222 |
|
|
2020
Q1 | $9K | Hold |
73
| – | – | ﹤0.01% | 215 |
|
|
2019
Q4 | $12K | Buy |
+73
| New | +$12K | ﹤0.01% | 207 |
|