Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 162 |
|
|
2020
Q2 | $2K | Sell |
14
-1,550
| -99% | -$221K | ﹤0.01% | 162 |
|
|
2020
Q1 | $198K | Sell |
1,564
-110
| -7% | -$13.9K | 0.05% | 84 |
|
|
2019
Q4 | $266K | Hold |
1,674
| – | – | 0.06% | 79 |
|
|
2019
Q3 | $248K | Sell |
1,674
-105
| -6% | -$15.6K | 0.06% | 83 |
|
|
2019
Q2 | $266K | Hold |
1,779
| – | – | 0.07% | 77 |
|
|
2019
Q1 | $254K | Hold |
1,779
| – | – | 0.07% | 78 |
|
|
2018
Q4 | $213K | Hold |
1,779
| – | – | 0.07% | 77 |
|
|
2018
Q3 | $254K | Hold |
1,779
| – | – | 0.08% | 74 |
|
|
2018
Q2 | $239K | Hold |
1,779
| – | – | 0.08% | 69 |
|
|
2018
Q1 | $231K | Hold |
1,779
| – | – | 0.08% | 69 |
|
|
2017
Q4 | $227K | Hold |
1,779
| – | – | 0.08% | 68 |
|
|
2017
Q3 | $217K | Hold |
1,779
| – | – | 0.09% | 65 |
|
|
2017
Q2 | $209K | Hold |
1,779
| – | – | 0.08% | 70 |
|
|
2017
Q1 | $201K | Buy |
+1,779
| New | +$201K | 0.08% | 73 |
|