Hochman Cole Investment 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
Q3
$1.68M Sell
7,125
-210
-3% -$49.6K 0.66% 34
2021
Q2
$1.73M Sell
7,335
-858
-10% -$203K 0.69% 33
2021
Q1
$1.76M Hold
8,193
0.74% 32
2020
Q4
$1.74M Sell
8,193
-242
-3% -$51.3K 0.75% 29
2020
Q3
$1.52M Hold
8,435
0.75% 29
2020
Q2
$1.39M Sell
8,435
-30
-0.4% -$4.95K 0.77% 31
2020
Q1
$1.07M Hold
8,465
0.74% 36
2019
Q4
$1.34M Sell
8,465
-1,126
-12% -$179K 0.73% 34
2019
Q3
$1.42M Sell
9,591
-500
-5% -$74.1K 0.89% 30
2019
Q2
$1.51M Hold
10,091
0.9% 30
2019
Q1
$1.44M Hold
10,091
0.86% 31
2018
Q4
$1.21M Hold
10,091
0.83% 32
2018
Q3
$1.44M Sell
10,091
-527
-5% -$75.1K 0.9% 28
2018
Q2
$1.43M Hold
10,618
0.94% 29
2018
Q1
$1.38M Hold
10,618
0.96% 29
2017
Q4
$1.36M Sell
10,618
-116
-1% -$14.8K 0.85% 35
2017
Q3
$1.31M Buy
10,734
+8
+0.1% +$974 0.86% 35
2017
Q2
$1.26M Sell
10,726
-243
-2% -$28.6K 0.87% 32
2017
Q1
$1.24M Buy
10,969
+10
+0.1% +$1.13K 0.9% 31
2016
Q4
$1.16M Hold
10,959
0.84% 34
2016
Q3
$1.17M Buy
10,959
+3,281
+43% +$349K 0.87% 33
2016
Q2
$782K Buy
7,678
+6
+0.1% +$611 0.64% 40
2016
Q1
$769K Buy
7,672
+17
+0.2% +$1.7K 0.66% 39
2015
Q4
$763K Buy
+7,655
New +$763K 0.65% 42