RMDI
R.M. Davis Inc’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 | $564K | Hold |
1,984
| – | – | 0.01% | 192 |
|
|
2025
Q1 | $485K | Sell |
1,984
-38
| -2% | -$9.3K | 0.01% | 207 |
|
|
2024
Q4 | $513K | Buy |
2,022
+240
| +13% | +$60.9K | 0.01% | 194 |
|
|
2024
Q3 | $434K | Hold |
1,782
| – | – | 0.01% | 205 |
|
|
2024
Q2 | $409K | Buy |
+1,782
| New | +$409K | 0.01% | 212 |
|
|
2023
Q4 | – | Sell |
-1,235
| Closed | -$241K | – | 274 |
|
|
2023
Q3 | $241K | Hold |
1,235
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $254K | Sell |
1,235
-8
| -0.6% | -$1.65K | 0.01% | 252 |
|
|
2023
Q1 | $242K | Sell |
1,243
-140
| -10% | -$27.3K | 0.01% | 249 |
|
|
2022
Q4 | $249K | Sell |
1,383
-19
| -1% | -$3.42K | 0.01% | 243 |
|
|
2022
Q3 | $239K | Sell |
1,402
-482
| -26% | -$82.2K | 0.01% | 242 |
|
|
2022
Q2 | $330K | Buy |
1,884
+38
| +2% | +$6.66K | 0.01% | 208 |
|
|
2022
Q1 | $411K | Buy |
1,846
+38
| +2% | +$8.46K | 0.01% | 198 |
|
|
2021
Q4 | $460K | Sell |
1,808
-82
| -4% | -$20.9K | 0.01% | 184 |
|
|
2021
Q3 | $447K | Buy |
1,890
+8
| +0.4% | +$1.89K | 0.01% | 181 |
|
|
2021
Q2 | $445K | Hold |
1,882
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $404K | Hold |
1,882
| – | – | 0.01% | 189 |
|
|
2020
Q4 | $399K | Buy |
+1,882
| New | +$399K | 0.01% | 193 |
|