LWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $229K | Buy |
1,043
+2
| +0.2% | +$439 | 0.09% | 61 |
|
|
2023
Q3 | $203K | Sell |
1,041
-7
| -0.7% | -$1.37K | 0.09% | 56 |
|
|
2023
Q2 | $216K | Buy |
1,048
+8
| +0.8% | +$1.65K | 0.09% | 57 |
|
|
2023
Q1 | $203K | Buy |
+1,040
| New | +$203K | 0.08% | 59 |
|
|
2022
Q2 | – | Sell |
-1,035
| Closed | -$231K | – | 63 |
|
|
2022
Q1 | $231K | Buy |
1,035
+1
| +0.1% | +$223 | 0.1% | 53 |
|
|
2021
Q4 | $263K | Buy |
1,034
+1
| +0.1% | +$254 | 0.11% | 54 |
|
|
2021
Q3 | $244K | Sell |
1,033
-83
| -7% | -$19.6K | 0.11% | 54 |
|
|
2021
Q2 | $264K | Sell |
1,116
-261
| -19% | -$61.7K | 0.12% | 50 |
|
|
2021
Q1 | $295K | Sell |
1,377
-290
| -17% | -$62.1K | 0.13% | 49 |
|
|
2020
Q4 | $353K | Sell |
1,667
-31
| -2% | -$6.56K | 0.16% | 47 |
|
|
2020
Q3 | $306K | Sell |
1,698
-155
| -8% | -$27.9K | 0.15% | 49 |
|
|
2020
Q2 | $306K | Sell |
1,853
-35
| -2% | -$5.78K | 0.16% | 48 |
|
|
2020
Q1 | $239K | Sell |
1,888
-74
| -4% | -$9.37K | 0.16% | 48 |
|
|
2019
Q4 | $311K | Buy |
+1,962
| New | +$311K | 0.16% | 47 |
|