Sheaff Brock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,063
| Closed | -$454K | – | 492 |
|
|
2019
Q3 | $454K | Hold |
3,063
| – | – | 0.05% | 259 |
|
|
2019
Q2 | $457K | Sell |
3,063
-2
| -0.1% | -$298 | 0.05% | 250 |
|
|
2019
Q1 | $438K | Hold |
3,065
| – | – | 0.05% | 268 |
|
|
2018
Q4 | $367K | Hold |
3,065
| – | – | 0.06% | 274 |
|
|
2018
Q3 | $437K | Hold |
3,065
| – | – | 0.04% | 279 |
|
|
2018
Q2 | $412K | Hold |
3,065
| – | – | 0.04% | 287 |
|
|
2018
Q1 | $397K | Sell |
3,065
-2,000
| -39% | -$259K | 0.04% | 288 |
|
|
2017
Q4 | $647K | Sell |
5,065
-7
| -0.1% | -$894 | 0.08% | 217 |
|
|
2017
Q3 | $618K | Hold |
5,072
| – | – | 0.08% | 223 |
|
|
2017
Q2 | $597K | Hold |
5,072
| – | – | 0.08% | 242 |
|
|
2017
Q1 | $573K | Hold |
5,072
| – | – | 0.07% | 259 |
|
|
2016
Q4 | $536K | Hold |
5,072
| – | – | 0.07% | 274 |
|
|
2016
Q3 | $540K | Hold |
5,072
| – | – | 0.07% | 261 |
|
|
2016
Q2 | $517K | Sell |
5,072
-100
| -2% | -$10.2K | 0.07% | 272 |
|
|
2016
Q1 | $519K | Sell |
5,172
-41
| -0.8% | -$4.11K | 0.06% | 287 |
|
|
2015
Q4 | $520K | Buy |
+5,213
| New | +$520K | 0.06% | 312 |
|