Stonebridge Financial Planning 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
Q3 | – | Sell |
-75
| Closed | -$18K | – | 432 |
|
|
2021
Q2 | $18K | Sell |
75
-1
| -1% | -$240 | 0.01% | 308 |
|
|
2021
Q1 | $17K | Buy |
76
+1
| +1% | +$224 | 0.01% | 317 |
|
|
2020
Q4 | $16K | Hold |
75
| – | – | 0.01% | 292 |
|
|
2020
Q3 | $14K | Hold |
75
| – | – | 0.01% | 292 |
|
|
2020
Q2 | $13K | Hold |
75
| – | – | 0.01% | 289 |
|
|
2020
Q1 | $10K | Hold |
75
| – | – | 0.01% | 306 |
|
|
2019
Q4 | $12K | Buy |
+75
| New | +$12K | 0.01% | 282 |
|