Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $232K | Hold |
2,050
| – | – | 0.08% | 225 |
|
|
2016
Q4 | $217K | Hold |
2,050
| – | – | 0.08% | 224 |
|
|
2016
Q3 | $218K | Hold |
2,050
| – | – | 0.08% | 205 |
|
|
2016
Q2 | $209K | Sell |
2,050
-50
| -2% | -$5.1K | 0.08% | 211 |
|
|
2016
Q1 | $211K | Hold |
2,100
| – | – | 0.09% | 181 |
|
|
2015
Q4 | $209K | Hold |
2,100
| – | – | 0.09% | 179 |
|
|
2015
Q3 | $204K | Sell |
2,100
-1,000
| -32% | -$97.1K | 0.09% | 181 |
|
|
2015
Q2 | $330K | Buy |
3,100
+1,100
| +55% | +$117K | 0.13% | 134 |
|
|
2015
Q1 | $216K | Buy |
+2,000
| New | +$216K | 0.09% | 171 |
|