San Francisco Sentry Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $19K | Hold |
82
| – | – | 0.01% | 481 |
|
2021
Q1 | $18K | Hold |
82
| – | – | 0.01% | 504 |
|
2020
Q4 | $17K | Hold |
82
| – | – | 0.01% | 476 |
|
2020
Q3 | $15K | Hold |
82
| – | – | 0.01% | 454 |
|
2020
Q2 | $14K | Hold |
82
| – | – | 0.01% | 458 |
|
2020
Q1 | $10K | Sell |
82
-180
| -69% | -$22K | 0.01% | 479 |
|
2019
Q4 | $42K | Hold |
262
| – | – | 0.02% | 381 |
|
2019
Q3 | $39K | Hold |
262
| – | – | 0.02% | 394 |
|
2019
Q2 | $39K | Hold |
262
| – | – | 0.02% | 391 |
|
2019
Q1 | $37K | Hold |
262
| – | – | 0.02% | 417 |
|
2018
Q4 | $31K | Hold |
262
| – | – | 0.01% | 416 |
|
2018
Q3 | $37K | Sell |
262
-105
| -29% | -$14.8K | 0.01% | 419 |
|
2018
Q2 | $49K | Sell |
367
-943
| -72% | -$126K | 0.02% | 398 |
|
2018
Q1 | $170K | Hold |
1,310
| – | – | 0.05% | 295 |
|
2017
Q4 | $167K | Hold |
1,310
| – | – | 0.05% | 286 |
|
2017
Q3 | $159K | Buy |
1,310
+125
| +11% | +$15.2K | 0.05% | 280 |
|
2017
Q2 | $139K | Buy |
+1,185
| New | +$139K | 0.05% | 267 |
|
2014
Q4 | – | Sell |
-985
| Closed | -$95K | – | 444 |
|
2014
Q3 | $95K | Hold |
985
| – | – | 0.05% | 229 |
|
2014
Q2 | $95K | Sell |
985
-15
| -2% | -$1.45K | 0.05% | 236 |
|
2014
Q1 | $93K | Hold |
1,000
| – | – | 0.03% | 280 |
|
2013
Q4 | $90K | Hold |
1,000
| – | – | 0.03% | 266 |
|
2013
Q3 | $85K | Hold |
1,000
| – | – | 0.03% | 259 |
|
2013
Q2 | $78K | Buy |
+1,000
| New | +$78K | 0.03% | 264 |
|