MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,003
| Closed | -$318K | – | 387 |
|
|
2019
Q4 | $318K | Buy |
2,003
+3
| +0.2% | +$476 | 0.02% | 261 |
|
|
2019
Q3 | $296K | Buy |
2,000
+3
| +0.2% | +$444 | 0.02% | 245 |
|
|
2019
Q2 | $298K | Buy |
1,997
+1
| +0.1% | +$149 | 0.02% | 236 |
|
|
2019
Q1 | $285K | Hold |
1,996
| – | – | 0.02% | 224 |
|
|
2018
Q4 | $239K | Buy |
1,996
+4
| +0.2% | +$479 | 0.02% | 240 |
|
|
2018
Q3 | $284K | Hold |
1,992
| – | – | 0.03% | 226 |
|
|
2018
Q2 | $268K | Buy |
1,992
+1
| +0.1% | +$135 | 0.03% | 228 |
|
|
2018
Q1 | $258K | Sell |
1,991
-1,541
| -44% | -$200K | 0.03% | 206 |
|
|
2017
Q4 | $451K | Buy |
3,532
+5
| +0.1% | +$638 | 0.05% | 148 |
|
|
2017
Q3 | $429K | Buy |
3,527
+5
| +0.1% | +$608 | 0.05% | 151 |
|
|
2017
Q2 | $414K | Buy |
3,522
+4
| +0.1% | +$470 | 0.05% | 140 |
|
|
2017
Q1 | $397K | Buy |
3,518
+4
| +0.1% | +$451 | 0.05% | 150 |
|
|
2016
Q4 | $371K | Buy |
3,514
+1,533
| +77% | +$162K | 0.05% | 144 |
|
|
2016
Q3 | $211K | Buy |
1,981
+2
| +0.1% | +$213 | 0.03% | 165 |
|
|
2016
Q2 | $202K | Buy |
1,979
+1
| +0.1% | +$102 | 0.03% | 167 |
|
|
2016
Q1 | $198K | Buy |
1,978
+111
| +6% | +$11.1K | 0.04% | 156 |
|
|
2015
Q4 | $186K | Buy |
1,867
+3
| +0.2% | +$299 | 0.03% | 156 |
|
|
2015
Q3 | $181K | Buy |
1,864
+3
| +0.2% | +$291 | 0.04% | 150 |
|
|
2015
Q2 | $198K | Hold |
1,861
| – | – | 0.04% | 145 |
|
|
2015
Q1 | $201K | Hold |
1,861
| – | – | 0.04% | 146 |
|
|
2014
Q4 | $189K | Buy |
1,861
+6
| +0.3% | +$609 | 0.04% | 141 |
|
|
2014
Q3 | $179K | Hold |
1,855
| – | – | 0.04% | 144 |
|
|
2014
Q2 | $179K | Buy |
1,855
+1
| +0.1% | +$96 | 0.04% | 146 |
|
|
2014
Q1 | $172K | Buy |
1,854
+263
| +17% | +$24.4K | 0.04% | 146 |
|
|
2013
Q4 | $144K | Sell |
1,591
-4
| -0.3% | -$362 | 0.04% | 154 |
|
|
2013
Q3 | $136K | Hold |
1,595
| – | – | 0.04% | 144 |
|
|
2013
Q2 | $125K | Buy |
+1,595
| New | +$125K | 0.03% | 147 |
|