Southern Wealth Management’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
Q1 | $2.05M | Buy |
10,531
+45
| +0.4% | +$8.77K | 0.8% | 32 |
|
|
2022
Q4 | $1.88M | Buy |
10,486
+1,917
| +22% | +$345K | 0.76% | 34 |
|
|
2022
Q3 | $1.56M | Buy |
8,569
+1,932
| +29% | +$351K | 0.63% | 37 |
|
|
2022
Q2 | $1.16M | Sell |
6,637
-3,338
| -33% | -$585K | 0.45% | 36 |
|
|
2022
Q1 | $2.22M | Buy |
9,975
+2,024
| +25% | +$451K | 0.72% | 33 |
|
|
2021
Q4 | $2.02M | Sell |
7,951
-12,184
| -61% | -$3.1M | 0.8% | 30 |
|
|
2021
Q3 | $4.76M | Sell |
20,135
-188
| -0.9% | -$44.4K | 1.4% | 23 |
|
|
2021
Q2 | $4.94M | Buy |
20,323
+400
| +2% | +$97.3K | 1.43% | 23 |
|
|
2021
Q1 | $4.28M | Buy |
19,923
+4,250
| +27% | +$912K | 1.41% | 23 |
|
|
2020
Q4 | $3.32M | Buy |
15,673
+76
| +0.5% | +$16.1K | 1.26% | 23 |
|
|
2020
Q3 | $2.81M | Buy |
15,597
+200
| +1% | +$36K | 1.04% | 24 |
|
|
2020
Q2 | $2.54M | Buy |
15,397
+845
| +6% | +$140K | 0.49% | 19 |
|
|
2020
Q1 | $1.84M | Sell |
14,552
-3,017
| -17% | -$382K | 0.38% | 24 |
|
|
2019
Q4 | $2.79M | Buy |
+17,569
| New | +$2.79M | 0.52% | 16 |
|