Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $763K | Buy |
2,994
+388
| +15% | +$98.9K | 0.05% | 387 |
|
|
2021
Q3 | $616K | Buy |
2,606
+903
| +53% | +$213K | 0.05% | 390 |
|
|
2021
Q2 | $403K | Sell |
1,703
-216
| -11% | -$51.1K | 0.03% | 555 |
|
|
2021
Q1 | $412K | Buy |
1,919
+13
| +0.7% | +$2.79K | 0.04% | 498 |
|
|
2020
Q4 | $404K | Sell |
1,906
-2,371
| -55% | -$503K | 0.04% | 451 |
|
|
2020
Q3 | $770K | Sell |
4,277
-9,484
| -69% | -$1.71M | 0.08% | 242 |
|
|
2020
Q2 | $2.27M | Sell |
13,761
-62
| -0.4% | -$10.2K | 0.27% | 100 |
|
|
2020
Q1 | $1.75M | Buy |
13,823
+297
| +2% | +$37.6K | 0.23% | 99 |
|
|
2019
Q4 | $2.15M | Sell |
13,526
-3,207
| -19% | -$509K | 0.22% | 104 |
|
|
2019
Q3 | $2.48M | Sell |
16,733
-2,299
| -12% | -$340K | 0.27% | 84 |
|
|
2019
Q2 | $2.84M | Buy |
19,032
+16,333
| +605% | +$2.44M | 0.3% | 72 |
|
|
2019
Q1 | $385K | Sell |
2,699
-12,527
| -82% | -$1.79M | 0.1% | 175 |
|
|
2018
Q4 | $1.82M | Buy |
15,226
+10,679
| +235% | +$1.28M | 0.38% | 64 |
|
|
2018
Q3 | $648K | Hold |
4,547
| – | – | 0.3% | 69 |
|
|
2018
Q2 | $611K | Sell |
4,547
-12,370
| -73% | -$1.66M | 0.23% | 112 |
|
|
2018
Q1 | $2.19M | Buy |
+16,917
| New | +$2.19M | 0.46% | 54 |
|
|
2017
Q4 | – | Sell |
-1,480
| Closed | -$183K | – | 1395 |
|
|
2017
Q3 | $183K | Sell |
1,480
-95
| -6% | -$11.7K | 0.05% | 342 |
|
|
2017
Q2 | $185K | Buy |
1,575
+350
| +29% | +$41.1K | 0.05% | 376 |
|
|
2017
Q1 | $141K | Sell |
1,225
-960
| -44% | -$110K | 0.04% | 399 |
|
|
2016
Q4 | $231K | Buy |
2,185
+1,200
| +122% | +$127K | 0.04% | 431 |
|
|
2016
Q3 | $105K | Buy |
985
+960
| +3,840% | +$102K | 0.02% | 644 |
|
|
2016
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1615 |
|
|
2016
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1570 |
|
|
2015
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1625 |
|
|
2015
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1648 |
|
|
2015
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1703 |
|
|
2015
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1720 |
|
|
2014
Q4 | $3K | Sell |
25
-1,384
| -98% | -$166K | ﹤0.01% | 1668 |
|
|
2014
Q3 | $136K | Buy |
+1,409
| New | +$136K | 0.03% | 568 |
|