Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,140
| Closed | -$235K | – | 793 |
|
|
2023
Q3 | $235K | Hold |
1,140
| – | – | 0.05% | 348 |
|
|
2023
Q2 | $235K | Hold |
1,140
| – | – | 0.05% | 361 |
|
|
2023
Q1 | $222K | Sell |
1,140
-1,533
| -57% | -$299K | 0.05% | 368 |
|
|
2022
Q4 | $480K | Sell |
2,673
-131
| -5% | -$23.5K | 0.12% | 211 |
|
|
2022
Q3 | $478K | Buy |
2,804
+32
| +1% | +$5.46K | 0.13% | 199 |
|
|
2022
Q2 | $493K | Buy |
2,772
+22
| +0.8% | +$3.91K | 0.12% | 190 |
|
|
2022
Q1 | $613K | Buy |
2,750
+1,278
| +87% | +$285K | 0.12% | 184 |
|
|
2021
Q4 | $375K | Hold |
1,472
| – | – | 0.08% | 267 |
|
|
2021
Q3 | $348K | Hold |
1,472
| – | – | 0.08% | 270 |
|
|
2021
Q2 | $348K | Sell |
1,472
-262
| -15% | -$61.9K | 0.08% | 262 |
|
|
2021
Q1 | $372K | Buy |
+1,734
| New | +$372K | 0.1% | 246 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1363 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1573 |
|
|
2019
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1654 |
|