Paul John Balson’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
2020
Q4
$390K Buy
1,839
+2
+0.1% +$394 0.08% 64
2020
Q3
$331K Buy
1,837
+4
+0.2% +$705 0.08% 61
2020
Q2
$303K Hold
1,833
0.11% 57
2020
Q1
$232K Buy
+1,833
New +$278K 0.12% 55

Other funds holding VOT

Paul John Balson's VOT Position: Q4 2020 in Review

Paul John Balson increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.11% in Q4 2020, buying an estimated $394 and bringing the position to 1,839 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #64.

Paul John Balson first reported a position in VOT in Q1 2020 and has held it in 4 quarters since. 612 funds tracked by Wall St. Rank hold VOT as of Q4 2020.

  • Paul John Balson held 1,839 shares of Vanguard Mid-Cap Growth ETF worth $390K as of Q4 2020.
  • Paul John Balson bought 2 Vanguard Mid-Cap Growth ETF shares in Q4 2020, an estimated $394.
  • Vanguard Mid-Cap Growth ETF made up 0.08% of Paul John Balson's portfolio in Q4 2020, its #64 holding.
  • Paul John Balson first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2020 and has held it in 4 quarters since.
  • 612 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.