Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,514
| Closed | -$817K | – | 104 |
|
|
2019
Q3 | $817K | Buy |
5,514
+1
| +0% | +$148 | 0.15% | 60 |
|
|
2019
Q2 | $823K | Buy |
5,513
+15
| +0.3% | +$2.24K | 0.15% | 60 |
|
|
2019
Q1 | $785K | Buy |
+5,498
| New | +$785K | 0.15% | 61 |
|
|
2018
Q1 | – | Sell |
-5,322
| Closed | -$680K | – | 92 |
|
|
2017
Q4 | $680K | Buy |
5,322
+44
| +0.8% | +$5.62K | 0.2% | 52 |
|
|
2017
Q3 | $643K | Buy |
5,278
+91
| +2% | +$11.1K | 0.21% | 54 |
|
|
2017
Q2 | $611K | Sell |
5,187
-158
| -3% | -$18.6K | 0.21% | 54 |
|
|
2017
Q1 | $604K | Buy |
5,345
+3
| +0.1% | +$339 | 0.21% | 54 |
|
|
2016
Q4 | $564K | Buy |
+5,342
| New | +$564K | 0.22% | 55 |
|