Relyea Zuckerberg Hanson’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 | – | Sell |
-1,446
| Closed | -$282K | – | 202 |
|
2023
Q1 | $282K | Hold |
1,446
| – | – | 0.07% | 145 |
|
2022
Q4 | $260K | Sell |
1,446
-520
| -26% | -$93.4K | 0.07% | 143 |
|
2022
Q3 | $335K | Sell |
1,966
-560
| -22% | -$95.4K | 0.12% | 108 |
|
2022
Q2 | $443K | Hold |
2,526
| – | – | 0.17% | 91 |
|
2022
Q1 | $549K | Sell |
2,526
-1,103
| -30% | -$240K | 0.18% | 88 |
|
2021
Q4 | $780K | Buy |
3,629
+487
| +15% | +$105K | 0.28% | 62 |
|
2021
Q3 | $742K | Hold |
3,142
| – | – | 0.29% | 56 |
|
2021
Q2 | $743K | Hold |
3,142
| – | – | 0.31% | 54 |
|
2021
Q1 | $721K | Buy |
3,142
+3
| +0.1% | +$688 | 0.32% | 52 |
|
2020
Q4 | $666K | Buy |
3,139
+5
| +0.2% | +$1.06K | 0.36% | 50 |
|
2020
Q3 | $598K | Buy |
3,134
+4
| +0.1% | +$763 | 0.38% | 52 |
|
2020
Q2 | $517K | Buy |
3,130
+7
| +0.2% | +$1.16K | 0.41% | 53 |
|
2020
Q1 | $396K | Buy |
3,123
+6
| +0.2% | +$761 | 0.43% | 56 |
|
2019
Q4 | $495K | Buy |
+3,117
| New | +$495K | 0.48% | 49 |
|