Strategic Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,338
| Closed | -$399K | – | 42 |
|
|
2022
Q3 | $399K | Sell |
2,338
-826
| -26% | -$141K | 0.17% | 28 |
|
|
2022
Q2 | $555K | Sell |
3,164
-116
| -4% | -$20.3K | 0.29% | 26 |
|
|
2022
Q1 | $731K | Sell |
3,280
-44,463
| -93% | -$9.91M | 0.26% | 28 |
|
|
2021
Q4 | $12.2M | Buy |
47,743
+9,830
| +26% | +$2.5M | 3.8% | 9 |
|
|
2021
Q3 | $8.96M | Sell |
37,913
-505
| -1% | -$119K | 3% | 13 |
|
|
2021
Q2 | $9.08M | Sell |
38,418
-18,621
| -33% | -$4.4M | 3.11% | 11 |
|
|
2021
Q1 | $12.2M | Buy |
57,039
+1,081
| +2% | +$232K | 5.18% | 5 |
|
|
2020
Q4 | $11.9M | Buy |
+55,958
| New | +$11.9M | 5.32% | 6 |
|