Simplicity Solutions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.78M | Sell |
8,112
-548
| -6% | -$120K | 0.05% | 323 |
|
|
2023
Q3 | $1.69M | Sell |
8,660
-4,180
| -33% | -$814K | 0.05% | 316 |
|
|
2023
Q2 | $2.64M | Buy |
12,840
+912
| +8% | +$188K | 0.07% | 248 |
|
|
2023
Q1 | $2.32M | Buy |
+11,928
| New | +$2.32M | 0.06% | 279 |
|
|
2021
Q1 | – | Sell |
-195,993
| Closed | -$41.6M | – | 966 |
|
|
2020
Q4 | $41.6M | Buy |
195,993
+167,771
| +594% | +$35.6M | 0.62% | 33 |
|
|
2020
Q3 | $5.08M | Buy |
28,222
+4,363
| +18% | +$786K | 0.09% | 189 |
|
|
2020
Q2 | $3.94M | Buy |
23,859
+4,502
| +23% | +$743K | 0.08% | 202 |
|
|
2020
Q1 | $2.45M | Sell |
19,357
-1,461
| -7% | -$185K | 0.08% | 200 |
|
|
2019
Q4 | $3.31M | Sell |
20,818
-2,780
| -12% | -$441K | 0.1% | 164 |
|
|
2019
Q3 | $3.5M | Buy |
23,598
+1,493
| +7% | +$221K | 0.14% | 125 |
|
|
2019
Q2 | $3.3M | Buy |
22,105
+10,284
| +87% | +$1.54M | 0.14% | 114 |
|
|
2019
Q1 | $1.69M | Buy |
11,821
+8,582
| +265% | +$1.23M | 0.1% | 174 |
|
|
2018
Q4 | $387K | Sell |
3,239
-12,966
| -80% | -$1.55M | 0.05% | 369 |
|
|
2018
Q3 | $2.31M | Buy |
16,205
+4,636
| +40% | +$661K | 0.13% | 98 |
|
|
2018
Q2 | $1.56M | Buy |
11,569
+9,351
| +422% | +$1.26M | 0.11% | 106 |
|
|
2018
Q1 | $287K | Buy |
2,218
+502
| +29% | +$65K | 0.02% | 290 |
|
|
2017
Q4 | $219K | Buy |
+1,716
| New | +$219K | 0.02% | 342 |
|
|
2015
Q3 | – | Sell |
-2,384
| Closed | -$254K | – | 158 |
|
|
2015
Q2 | $254K | Sell |
2,384
-796
| -25% | -$84.8K | 0.24% | 105 |
|
|
2015
Q1 | $344K | Sell |
3,180
-1,082
| -25% | -$117K | 0.41% | 61 |
|
|
2014
Q4 | $433K | Buy |
+4,262
| New | +$433K | 0.51% | 53 |
|