Retirement Planning Company of New England’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
Q3 | – | Sell |
-1,964
| Closed | -$404K | – | 234 |
|
|
2023
Q2 | $404K | Sell |
1,964
-13
| -0.7% | -$2.68K | 0.23% | 121 |
|
|
2023
Q1 | $385K | Hold |
1,977
| – | – | 0.23% | 127 |
|
|
2022
Q4 | $355K | Buy |
1,977
+11
| +0.6% | +$1.98K | 0.23% | 127 |
|
|
2022
Q3 | $335K | Buy |
1,966
+137
| +7% | +$23.3K | 0.24% | 124 |
|
|
2022
Q2 | $320K | Buy |
1,829
+51
| +3% | +$8.92K | 0.22% | 137 |
|
|
2022
Q1 | $396K | Buy |
1,778
+55
| +3% | +$12.3K | 0.22% | 133 |
|
|
2021
Q4 | $438K | Buy |
+1,723
| New | +$438K | 0.21% | 129 |
|