Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-540
| Closed | -$131K | – | 472 |
|
|
2024
Q3 | $131K | Buy |
540
+2
| +0.4% | +$487 | 0.02% | 215 |
|
|
2024
Q2 | $124K | Hold |
538
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $127K | Buy |
538
+1
| +0.2% | +$236 | 0.02% | 201 |
|
|
2023
Q4 | $118K | Buy |
537
+1
| +0.2% | +$220 | 0.02% | 199 |
|
|
2023
Q3 | $104K | Buy |
+536
| New | +$104K | 0.02% | 195 |
|