Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-691
| Closed | -$168K | – | 1209 |
|
|
2024
Q3 | $168K | Hold |
691
| – | – | 0.05% | 275 |
|
|
2024
Q2 | $158K | Sell |
691
-21
| -3% | -$4.8K | 0.04% | 276 |
|
|
2024
Q1 | $168K | Buy |
712
+21
| +3% | +$4.95K | 0.05% | 263 |
|
|
2023
Q4 | $151K | Buy |
691
+6
| +0.9% | +$1.31K | 0.05% | 276 |
|
|
2023
Q3 | $133K | Buy |
+685
| New | +$133K | 0.05% | 268 |
|
|
2023
Q1 | $134K | Buy |
+685
| New | +$134K | 0.05% | 243 |
|
|
2022
Q4 | – | Sell |
-683
| Closed | -$116K | – | 1135 |
|
|
2022
Q3 | $116K | Buy |
+683
| New | +$116K | 0.05% | 244 |
|