Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,729
| Closed | -$1.45M | – | 119 |
|
|
2024
Q4 | $1.45M | Buy |
+5,729
| New | +$1.45M | 0.69% | 35 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 571 |
|
|
2022
Q1 | $1K | Sell |
4
-10
| -71% | -$2.5K | ﹤0.01% | 586 |
|
|
2021
Q4 | $4K | Sell |
14
-93
| -87% | -$26.6K | ﹤0.01% | 361 |
|
|
2021
Q3 | $25K | Sell |
107
-12,114
| -99% | -$2.83M | 0.01% | 233 |
|
|
2021
Q2 | $2.89M | Buy |
12,221
+3
| +0% | +$709 | 1.46% | 20 |
|
|
2021
Q1 | $2.62M | Buy |
12,218
+536
| +5% | +$115K | 1.43% | 20 |
|
|
2020
Q4 | $2.48M | Buy |
+11,682
| New | +$2.48M | 1.35% | 13 |
|
|
2020
Q3 | – | Sell |
-68
| Closed | -$11K | – | 399 |
|
|
2020
Q2 | $11K | Buy |
+68
| New | +$11K | 0.01% | 179 |
|