LWA
Lowe Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-50
| Closed | -$6K | – | 269 |
|
2017
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 179 |
|
2017
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 155 |
|
2017
Q1 | $6K | Sell |
50
-33
| -40% | -$3.96K | ﹤0.01% | 150 |
|
2016
Q4 | $9K | Hold |
83
| – | – | 0.01% | 143 |
|
2016
Q3 | $9K | Hold |
83
| – | – | 0.01% | 145 |
|
2016
Q2 | $8K | Buy |
+83
| New | +$8K | 0.01% | 141 |
|