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 |
|