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 |
|