M Holdings Securities’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
Q2
Hold
0
435
2023
Q1
Hold
0
473
2022
Q2
Sell
-1,183
Closed -$264K 515
2022
Q1
$264K Buy
+1,183
New +$264K 0.02% 422
2021
Q2
Sell
-2,175
Closed -$467K 481
2021
Q1
$467K Buy
+2,175
New +$467K 0.04% 303
2014
Q4
Sell
-400
Closed -$39K 435
2014
Q3
$39K Buy
+400
New +$39K 0.02% 413