Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $484K | Buy |
2,691
+1
| +0% | +$180 | 0.05% | 364 |
|
|
2022
Q3 | $459K | Hold |
2,690
| – | – | 0.05% | 361 |
|
|
2022
Q2 | $472K | Hold |
2,690
| – | – | 0.05% | 376 |
|
|
2022
Q1 | $599K | Sell |
2,690
-133
| -5% | -$29.6K | 0.05% | 364 |
|
|
2021
Q4 | $719K | Buy |
+2,823
| New | +$719K | 0.06% | 342 |
|
|
2021
Q1 | – | Sell |
-2,878
| Closed | -$610K | – | 493 |
|
|
2020
Q4 | $610K | Buy |
2,878
+45
| +2% | +$9.54K | 0.09% | 217 |
|
|
2020
Q3 | $510K | Hold |
2,833
| – | – | 0.08% | 224 |
|
|
2020
Q2 | $468K | Sell |
2,833
-169
| -6% | -$27.9K | 0.09% | 229 |
|
|
2020
Q1 | $380K | Hold |
3,002
| – | – | 0.09% | 233 |
|
|
2019
Q4 | $477K | Sell |
3,002
-9
| -0.3% | -$1.43K | 0.08% | 253 |
|
|
2019
Q3 | $446K | Sell |
3,011
-120
| -4% | -$17.8K | 0.08% | 269 |
|
|
2019
Q2 | $468K | Sell |
3,131
-123
| -4% | -$18.4K | 0.1% | 210 |
|
|
2019
Q1 | $465K | Buy |
3,254
+493
| +18% | +$70.5K | 0.11% | 199 |
|
|
2018
Q4 | $330K | Hold |
2,761
| – | – | 0.1% | 231 |
|
|
2018
Q3 | $393K | Buy |
2,761
+901
| +48% | +$128K | 0.1% | 225 |
|
|
2018
Q2 | $250K | Buy |
+1,860
| New | +$250K | 0.07% | 304 |
|