Heritage Wealth Management (Arizona)’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
Q4 | $38.5K | Buy |
214
+107
| +100% | +$19.2K | 0.01% | 548 |
|
|
2022
Q3 | $18K | Sell |
107
-288
| -73% | -$48.4K | 0.01% | 556 |
|
|
2022
Q2 | $69.3K | Sell |
395
-11
| -3% | -$1.93K | 0.02% | 372 |
|
|
2022
Q1 | $90K | Buy |
+406
| New | +$90K | 0.02% | 383 |
|
|
2021
Q3 | $28K | Hold |
118
| – | – | 0.01% | 517 |
|
|
2021
Q2 | $28K | Sell |
118
-68
| -37% | -$16.1K | 0.01% | 517 |
|
|
2021
Q1 | $40K | Buy |
+186
| New | +$40K | 0.02% | 412 |
|