Novare Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,017
| Closed | -$223K | – | 193 |
|
2023
Q4 | $223K | Buy |
+1,017
| New | +$223K | 0.02% | 161 |
|
2023
Q3 | – | Sell |
-1,767
| Closed | -$364K | – | 178 |
|
2023
Q2 | $364K | Hold |
1,767
| – | – | 0.04% | 141 |
|
2023
Q1 | $344K | Hold |
1,767
| – | – | 0.04% | 139 |
|
2022
Q4 | $318K | Hold |
1,767
| – | – | 0.04% | 143 |
|
2022
Q3 | $301K | Hold |
1,767
| – | – | 0.04% | 135 |
|
2022
Q2 | $310K | Hold |
1,767
| – | – | 0.04% | 139 |
|
2022
Q1 | $394K | Buy |
+1,767
| New | +$394K | 0.04% | 126 |
|