Parkside 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-890
| Closed | -$217K | – | 84 |
|
|
2024
Q3 | $217K | Hold |
890
| – | – | 0.05% | 78 |
|
|
2024
Q2 | $205K | Hold |
890
| – | – | 0.05% | 80 |
|
|
2024
Q1 | $210K | Buy |
+890
| New | +$210K | 0.05% | 85 |
|
|
2023
Q4 | – | Sell |
-1,306
| Closed | -$254K | – | 82 |
|
|
2023
Q3 | $254K | Sell |
1,306
-44
| -3% | -$8.57K | 0.08% | 67 |
|
|
2023
Q2 | $278K | Hold |
1,350
| – | – | 0.09% | 61 |
|
|
2023
Q1 | $263K | Hold |
1,350
| – | – | 0.09% | 63 |
|
|
2022
Q4 | $243K | Hold |
1,350
| – | – | 0.08% | 74 |
|
|
2022
Q3 | $230K | Hold |
1,350
| – | – | 0.09% | 55 |
|
|
2022
Q2 | $237K | Hold |
1,350
| – | – | 0.09% | 58 |
|
|
2022
Q1 | $301K | Hold |
1,350
| – | – | 0.1% | 50 |
|
|
2021
Q4 | $344K | Hold |
1,350
| – | – | 0.1% | 50 |
|
|
2021
Q3 | $319K | Hold |
1,350
| – | – | 0.1% | 50 |
|
|
2021
Q2 | $319K | Sell |
1,350
-457
| -25% | -$108K | 0.1% | 50 |
|
|
2021
Q1 | $388K | Hold |
1,807
| – | – | 0.13% | 45 |
|
|
2020
Q4 | $383K | Sell |
1,807
-23
| -1% | -$4.88K | 0.14% | 46 |
|
|
2020
Q3 | $330K | Hold |
1,830
| – | – | 0.15% | 47 |
|
|
2020
Q2 | $302K | Hold |
1,830
| – | – | 0.14% | 50 |
|
|
2020
Q1 | $232K | Sell |
1,830
-27
| -1% | -$3.42K | 0.13% | 52 |
|
|
2019
Q4 | $295K | Hold |
1,857
| – | – | 0.13% | 49 |
|
|
2019
Q3 | $275K | Hold |
1,857
| – | – | 0.14% | 49 |
|
|
2019
Q2 | $278K | Hold |
1,857
| – | – | 0.15% | 46 |
|
|
2019
Q1 | $266K | Hold |
1,857
| – | – | 0.15% | 47 |
|
|
2018
Q4 | $222K | Sell |
1,857
-237
| -11% | -$28.3K | 0.14% | 56 |
|
|
2018
Q3 | $299K | Hold |
2,094
| – | – | 0.2% | 37 |
|
|
2018
Q2 | $281K | Buy |
2,094
+71
| +4% | +$9.53K | 0.2% | 35 |
|
|
2018
Q1 | $262K | Buy |
+2,023
| New | +$262K | 0.19% | 35 |
|