Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,204
| Closed | -$453K | – | 371 |
|
|
2023
Q2 | $453K | Buy |
2,204
+1
| +0% | +$206 | 0.09% | 211 |
|
|
2023
Q1 | $429K | Hold |
2,203
| – | – | 0.09% | 216 |
|
|
2022
Q4 | $396K | Hold |
2,203
| – | – | 0.08% | 223 |
|
|
2022
Q3 | $376K | Hold |
2,203
| – | – | 0.09% | 209 |
|
|
2022
Q2 | $386K | Hold |
2,203
| – | – | 0.08% | 229 |
|
|
2022
Q1 | $491K | Sell |
2,203
-26
| -1% | -$5.8K | 0.08% | 219 |
|
|
2021
Q4 | $568K | Buy |
+2,229
| New | +$568K | 0.09% | 206 |
|
|
2021
Q1 | – | Sell |
-2,711
| Closed | -$575K | – | 364 |
|
|
2020
Q4 | $575K | Buy |
+2,711
| New | +$575K | 0.12% | 174 |
|