Relaxing Retirement Coach’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
Q2
$1.26M Sell
6,102
-423
-6% -$87K 0.38% 31
2023
Q1
$1.27M Sell
6,525
-49
-0.7% -$9.55K 0.42% 30
2022
Q4
$1.18M Buy
6,574
+1
+0% +$180 0.44% 32
2022
Q3
$1.12M Sell
6,573
-4
-0.1% -$682 0.53% 27
2022
Q2
$1.15M Buy
6,577
+1
+0% +$175 0.58% 30
2022
Q1
$1.47M Sell
6,576
-615
-9% -$137K 0.75% 27
2021
Q4
$1.83M Buy
7,191
+1
+0% +$255 1.05% 23
2021
Q3
$1.7M Hold
7,190
1.39% 22
2021
Q2
$1.7M Sell
7,190
-255
-3% -$60.3K 1.44% 22
2021
Q1
$1.6M Sell
7,445
-52
-0.7% -$11.2K 1.82% 19
2020
Q4
$1.59M Sell
7,497
-242
-3% -$51.3K 1.74% 21
2020
Q3
$1.4M Sell
7,739
-126
-2% -$22.7K 0.61% 36
2020
Q2
$1.3M Sell
7,865
-975
-11% -$161K 0.91% 34
2020
Q1
$1.12M Sell
8,840
-47
-0.5% -$5.94K 0.69% 35
2019
Q4
$1.41M Sell
8,887
-33
-0.4% -$5.25K 0.41% 35
2019
Q3
$1.32M Sell
8,920
-1,320
-13% -$195K 0.41% 35
2019
Q2
$1.53M Sell
10,240
-274
-3% -$40.9K 0.47% 35
2019
Q1
$1.5M Sell
10,514
-2,053
-16% -$293K 0.47% 35
2018
Q4
$1.51M Sell
12,567
-877
-7% -$105K 0.51% 34
2018
Q3
$1.92M Sell
13,444
-437
-3% -$62.3K 0.57% 34
2018
Q2
$1.87M Sell
13,881
-7,966
-36% -$1.07M 0.58% 34
2018
Q1
$2.83M Sell
21,847
-10,166
-32% -$1.32M 0.89% 33
2017
Q4
$4.09M Buy
+32,013
New +$4.09M 1.33% 29