SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,135
| Closed | -$268K | – | 828 |
|
|
2024
Q1 | $268K | Hold |
1,135
| – | – | 0.01% | 671 |
|
|
2023
Q4 | $249K | Buy |
+1,135
| New | +$249K | 0.01% | 690 |
|
|
2023
Q1 | – | Sell |
-1,572
| Closed | -$283K | – | 1076 |
|
|
2022
Q4 | $283K | Sell |
1,572
-806
| -34% | -$145K | ﹤0.01% | 762 |
|
|
2022
Q3 | $406K | Buy |
2,378
+960
| +68% | +$164K | 0.01% | 578 |
|
|
2022
Q2 | $249K | Buy |
1,418
+1,292
| +1,025% | +$227K | ﹤0.01% | 623 |
|
|
2022
Q1 | $28K | Hold |
126
| – | – | ﹤0.01% | 755 |
|
|
2021
Q4 | $32K | Hold |
126
| – | – | ﹤0.01% | 771 |
|
|
2021
Q3 | $29K | Buy |
+126
| New | +$29K | ﹤0.01% | 970 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$6K | – | 680 |
|
|
2020
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 560 |
|
|
2019
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 633 |
|