New England Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
1,007
| – | – | 0.04% | 136 |
|
|
2025
Q1 | $246K | Hold |
1,007
| – | – | 0.04% | 132 |
|
|
2024
Q4 | $255K | Hold |
1,007
| – | – | 0.04% | 131 |
|
|
2024
Q3 | $245K | Hold |
1,007
| – | – | 0.04% | 132 |
|
|
2024
Q2 | $231K | Sell |
1,007
-1,000
| -50% | -$229K | 0.04% | 128 |
|
|
2024
Q1 | $472K | Sell |
2,007
-702
| -26% | -$165K | 0.08% | 97 |
|
|
2023
Q4 | $595K | Buy |
+2,709
| New | +$595K | 0.11% | 86 |
|
|
2023
Q3 | – | Sell |
-1,006
| Closed | -$207K | – | 117 |
|
|
2023
Q2 | $207K | Buy |
+1,006
| New | +$207K | 0.04% | 106 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$212K | – | 102 |
|
|
2020
Q4 | $212K | Buy |
+1,000
| New | +$212K | 0.05% | 83 |
|