Krilogy Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,057
| Closed | -$1.18M | – | 396 |
|
|
2023
Q1 | $1.18M | Buy |
6,057
+4,483
| +285% | +$874K | 0.1% | 167 |
|
|
2022
Q4 | $283K | Buy |
1,574
+164
| +12% | +$29.5K | 0.03% | 329 |
|
|
2022
Q3 | $240K | Buy |
1,410
+9
| +0.6% | +$1.53K | 0.03% | 277 |
|
|
2022
Q2 | $246K | Buy |
1,401
+36
| +3% | +$6.32K | 0.03% | 273 |
|
|
2022
Q1 | $304K | Buy |
1,365
+71
| +5% | +$15.8K | 0.03% | 249 |
|
|
2021
Q4 | $330K | Sell |
1,294
-137
| -10% | -$34.9K | 0.03% | 220 |
|
|
2021
Q3 | $338K | Buy |
1,431
+13
| +0.9% | +$3.07K | 0.03% | 215 |
|
|
2021
Q2 | $335K | Buy |
1,418
+15
| +1% | +$3.54K | 0.03% | 212 |
|
|
2021
Q1 | $301K | Buy |
1,403
+289
| +26% | +$62K | 0.03% | 211 |
|
|
2020
Q4 | $236K | Buy |
+1,114
| New | +$236K | 0.03% | 229 |
|
|
2018
Q4 | – | Sell |
-436
| Closed | -$62K | – | 679 |
|
|
2018
Q3 | $62K | Buy |
+436
| New | +$62K | 0.01% | 286 |
|
|
2018
Q2 | – | Sell |
-1,097
| Closed | -$142K | – | 650 |
|
|
2018
Q1 | $142K | Buy |
1,097
+26
| +2% | +$3.37K | 0.03% | 187 |
|
|
2017
Q4 | $137K | Sell |
1,071
-1,026
| -49% | -$131K | 0.03% | 184 |
|
|
2017
Q3 | $255K | Buy |
2,097
+994
| +90% | +$121K | 0.07% | 142 |
|
|
2017
Q2 | $130K | Buy |
1,103
+60
| +6% | +$7.07K | 0.04% | 182 |
|
|
2017
Q1 | $110K | Hold |
1,043
| – | – | 0.03% | 194 |
|
|
2016
Q4 | $110K | Buy |
1,043
+1
| +0.1% | +$105 | 0.03% | 194 |
|
|
2016
Q3 | $111K | Buy |
1,042
+445
| +75% | +$47.4K | 0.04% | 196 |
|
|
2016
Q2 | $61K | Buy |
597
+30
| +5% | +$3.07K | 0.02% | 278 |
|
|
2016
Q1 | $57K | Hold |
567
| – | – | 0.02% | 251 |
|
|
2015
Q4 | $57K | Buy |
567
+17
| +3% | +$1.71K | 0.05% | 122 |
|
|
2015
Q3 | $53K | Buy |
+550
| New | +$53K | 0.03% | 196 |
|