MFW
Mosaic Family Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6.64M | Sell |
26,080
-117
| -0.4% | -$29.8K | 1.73% | 7 |
|
|
2021
Q3 | $6.19M | Sell |
26,197
-207
| -0.8% | -$48.9K | 1.71% | 7 |
|
|
2021
Q2 | $6.24M | Buy |
26,404
+1,375
| +5% | +$325K | 1.8% | 7 |
|
|
2021
Q1 | $5.37M | Sell |
25,029
-1,736
| -6% | -$373K | 1.55% | 8 |
|
|
2020
Q4 | $5.68M | Sell |
26,765
-18,929
| -41% | -$4.01M | 1.9% | 7 |
|
|
2020
Q3 | $8.23M | Sell |
45,694
-1,659
| -4% | -$299K | 3.09% | 6 |
|
|
2020
Q2 | $7.82M | Sell |
47,353
-7,400
| -14% | -$1.22M | 3.23% | 5 |
|
|
2020
Q1 | $6.94M | Sell |
54,753
-11,471
| -17% | -$1.45M | 3.52% | 5 |
|
|
2019
Q4 | $10.5M | Sell |
66,224
-415
| -0.6% | -$65.9K | 4.23% | 5 |
|
|
2019
Q3 | $9.87M | Buy |
66,639
+210
| +0.3% | +$31.1K | 4.07% | 5 |
|
|
2019
Q2 | $9.92M | Buy |
66,429
+1,043
| +2% | +$156K | 4.15% | 5 |
|
|
2019
Q1 | $9.34M | Buy |
65,386
+1,901
| +3% | +$271K | 3.76% | 5 |
|
|
2018
Q4 | $7.6M | Sell |
63,485
-3,325
| -5% | -$398K | 3.14% | 5 |
|
|
2018
Q3 | $8.58M | Buy |
66,810
+4,130
| +7% | +$531K | 3.51% | 5 |
|
|
2018
Q2 | $8.43M | Buy |
62,680
+481
| +0.8% | +$64.7K | 3.19% | 5 |
|
|
2018
Q1 | $8.06M | Buy |
62,199
+951
| +2% | +$123K | 2.98% | 6 |
|
|
2017
Q4 | $7.82M | Buy |
61,248
+1,715
| +3% | +$219K | 2.85% | 6 |
|
|
2017
Q3 | $7.25M | Buy |
59,533
+463
| +0.8% | +$56.4K | 2.81% | 5 |
|
|
2017
Q2 | $6.95M | Buy |
59,070
+3,361
| +6% | +$396K | 2.9% | 5 |
|
|
2017
Q1 | $6.29M | Buy |
55,709
+3,148
| +6% | +$356K | 2.72% | 5 |
|
|
2016
Q4 | $5.55M | Buy |
52,561
+1,409
| +3% | +$149K | 2.56% | 6 |
|
|
2016
Q3 | $5.44M | Buy |
51,152
+173
| +0.3% | +$18.4K | 2.53% | 6 |
|
|
2016
Q2 | $5.2M | Buy |
50,979
+1,254
| +3% | +$128K | 2.51% | 6 |
|
|
2016
Q1 | $4.99M | Buy |
49,725
+1,033
| +2% | +$104K | 2.4% | 6 |
|
|
2015
Q4 | $4.86M | Buy |
+48,692
| New | +$4.86M | 2.16% | 9 |
|