Optimum Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $54K | Hold |
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2025
Q1 | $46.5K | Hold |
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2024
Q4 | $48.2K | Hold |
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2024
Q3 | $46.3K | Hold |
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2024
Q2 | $43.6K | Sell |
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2024
Q1 | $163K | Hold |
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2023
Q4 | $152K | Sell |
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2023
Q3 | $164K | Hold |
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2023
Q2 | $173K | Hold |
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2023
Q1 | $164K | Hold |
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2022
Q4 | $151K | Sell |
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2022
Q3 | $145K | Hold |
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2022
Q2 | $149K | Hold |
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2022
Q1 | $190K | Hold |
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2021
Q4 | $217K | Sell |
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2021
Q3 | $222K | Sell |
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2021
Q2 | $230K | Sell |
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2021
Q1 | $219K | Hold |
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2020
Q4 | $217K | Sell |
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2020
Q3 | $209K | Sell |
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2020
Q2 | $196K | Sell |
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2020
Q1 | $238K | Sell |
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2019
Q4 | $1.18M | Sell |
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2019
Q3 | $1.12M | Sell |
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2019
Q2 | $1.17M | Buy |
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2019
Q1 | $1.12M | Sell |
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2018
Q4 | $979K | Buy |
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2018
Q3 | $1.14M | Sell |
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2018
Q2 | $1.1M | Buy |
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2018
Q1 | $1.06M | Sell |
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2017
Q4 | $1.14M | Buy |
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2017
Q3 | $1.08M | Sell |
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2017
Q2 | $1.13M | Sell |
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2017
Q1 | $1.1M | Buy |
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2016
Q4 | $1.03M | Sell |
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2016
Q3 | $1.04M | Sell |
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2016
Q2 | $1.02M | Sell |
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2016
Q1 | $1.01M | Buy |
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2015
Q4 | $1M | Hold |
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2015
Q3 | $980K | Buy |
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2015
Q1 | $1.09M | Hold |
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2014
Q4 | $1.02M | Hold |
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2014
Q3 | $969K | Hold |
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2014
Q2 | $969K | Buy |
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2014
Q1 | $929K | Sell |
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2013
Q4 | $968K | Buy |
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2013
Q3 | $787K | Buy |
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