OIA
Optimum Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Hold |
190
| – | – | 0.02% | 332 |
|
|
2025
Q1 | $46.5K | Hold |
190
| – | – | 0.02% | 345 |
|
|
2024
Q4 | $48.2K | Hold |
190
| – | – | 0.02% | 345 |
|
|
2024
Q3 | $46.3K | Hold |
190
| – | – | 0.02% | 363 |
|
|
2024
Q2 | $43.6K | Sell |
190
-500
| -72% | -$115K | 0.02% | 371 |
|
|
2024
Q1 | $163K | Hold |
690
| – | – | 0.07% | 210 |
|
|
2023
Q4 | $152K | Sell |
690
-150
| -18% | -$32.9K | 0.08% | 205 |
|
|
2023
Q3 | $164K | Hold |
840
| – | – | 0.08% | 198 |
|
|
2023
Q2 | $173K | Hold |
840
| – | – | 0.08% | 208 |
|
|
2023
Q1 | $164K | Hold |
840
| – | – | 0.09% | 205 |
|
|
2022
Q4 | $151K | Sell |
840
-11
| -1% | -$1.98K | 0.08% | 214 |
|
|
2022
Q3 | $145K | Hold |
851
| – | – | 0.08% | 216 |
|
|
2022
Q2 | $149K | Hold |
851
| – | – | 0.07% | 229 |
|
|
2022
Q1 | $190K | Hold |
851
| – | – | 0.08% | 213 |
|
|
2021
Q4 | $217K | Sell |
851
-90
| -10% | -$22.9K | 0.08% | 207 |
|
|
2021
Q3 | $222K | Sell |
941
-30
| -3% | -$7.08K | 0.09% | 203 |
|
|
2021
Q2 | $230K | Sell |
971
-51
| -5% | -$12.1K | 0.07% | 240 |
|
|
2021
Q1 | $219K | Hold |
1,022
| – | – | 0.06% | 247 |
|
|
2020
Q4 | $217K | Sell |
1,022
-140
| -12% | -$29.7K | 0.07% | 234 |
|
|
2020
Q3 | $209K | Sell |
1,162
-26
| -2% | -$4.68K | 0.07% | 229 |
|
|
2020
Q2 | $196K | Sell |
1,188
-690
| -37% | -$114K | 0.07% | 241 |
|
|
2020
Q1 | $238K | Sell |
1,878
-5,564
| -75% | -$705K | 0.1% | 194 |
|
|
2019
Q4 | $1.18M | Sell |
7,442
-143
| -2% | -$22.7K | 0.35% | 72 |
|
|
2019
Q3 | $1.12M | Sell |
7,585
-237
| -3% | -$35.1K | 0.35% | 72 |
|
|
2019
Q2 | $1.17M | Buy |
7,822
+3
| +0% | +$448 | 0.38% | 64 |
|
|
2019
Q1 | $1.12M | Sell |
7,819
-359
| -4% | -$51.2K | 0.37% | 68 |
|
|
2018
Q4 | $979K | Buy |
8,178
+175
| +2% | +$20.9K | 0.34% | 73 |
|
|
2018
Q3 | $1.14M | Sell |
8,003
-197
| -2% | -$28.1K | 0.32% | 82 |
|
|
2018
Q2 | $1.1M | Buy |
8,200
+4
| +0% | +$538 | 0.32% | 83 |
|
|
2018
Q1 | $1.06M | Sell |
8,196
-693
| -8% | -$89.8K | 0.31% | 83 |
|
|
2017
Q4 | $1.14M | Buy |
8,889
+6
| +0.1% | +$766 | 0.36% | 81 |
|
|
2017
Q3 | $1.08M | Sell |
8,883
-693
| -7% | -$84.3K | 0.36% | 77 |
|
|
2017
Q2 | $1.13M | Sell |
9,576
-160
| -2% | -$18.8K | 0.39% | 76 |
|
|
2017
Q1 | $1.1M | Buy |
9,736
+9
| +0.1% | +$1.02K | 0.39% | 76 |
|
|
2016
Q4 | $1.03M | Sell |
9,727
-60
| -0.6% | -$6.34K | 0.39% | 77 |
|
|
2016
Q3 | $1.04M | Sell |
9,787
-252
| -3% | -$26.8K | 0.39% | 75 |
|
|
2016
Q2 | $1.02M | Sell |
10,039
-41
| -0.4% | -$4.18K | 0.4% | 73 |
|
|
2016
Q1 | $1.01M | Buy |
10,080
+4
| +0% | +$401 | 0.4% | 72 |
|
|
2015
Q4 | $1.01M | Hold |
10,076
| – | – | 0.39% | 70 |
|
|
2015
Q3 | $980K | Buy |
+10,076
| New | +$980K | 0.4% | 74 |
|
|
2015
Q1 | $1.09M | Hold |
10,053
| – | – | 0.34% | 75 |
|
|
2014
Q4 | $1.02M | Hold |
10,053
| – | – | 0.33% | 82 |
|
|
2014
Q3 | $969K | Hold |
10,053
| – | – | 0.32% | 85 |
|
|
2014
Q2 | $969K | Buy |
10,053
+25
| +0.2% | +$2.41K | 0.31% | 84 |
|
|
2014
Q1 | $929K | Sell |
10,028
-700
| -7% | -$64.8K | 0.35% | 79 |
|
|
2013
Q4 | $968K | Buy |
10,728
+1,495
| +16% | +$135K | 0.36% | 74 |
|
|
2013
Q3 | $787K | Buy |
+9,233
| New | +$787K | 0.32% | 83 |
|