Lubar & Co’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-18,800
| Closed | -$1.92M | – | 13 |
|
2016
Q2 | $1.92M | Hold |
18,800
| – | – | 2.66% | 9 |
|
2016
Q1 | $1.89M | Hold |
18,800
| – | – | 2.55% | 8 |
|
2015
Q4 | $1.88M | Hold |
18,800
| – | – | 2.28% | 9 |
|
2015
Q3 | $1.83M | Sell |
18,800
-4,700
| -20% | -$457K | 1.9% | 8 |
|
2015
Q2 | $2.5M | Buy |
+23,500
| New | +$2.5M | 1.47% | 14 |
|