Lenox Wealth Advisors’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
Q1
$170K Buy
781
+475
+155% +$103K 0.02% 122
2021
Q4
$78K Hold
306
0.01% 201
2021
Q3
$72K Hold
306
0.01% 190
2021
Q2
$72K Hold
306
0.01% 183
2021
Q1
$66K Hold
306
0.01% 157
2020
Q4
$65K Hold
306
0.01% 162
2020
Q3
$55K Hold
306
0.01% 158
2020
Q2
$51K Hold
306
0.01% 160
2020
Q1
$39K Hold
306
0.01% 164
2019
Q4
$49K Hold
306
0.01% 179
2019
Q3
$45K Hold
306
0.01% 167
2019
Q2
$46K Hold
306
0.01% 148
2019
Q1
$44K Hold
306
0.01% 143
2018
Q4
$37K Hold
306
0.01% 146
2018
Q3
$44K Buy
+306
New +$44K 0.01% 145