Syverson Strege & Co’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
Q2 | – | Sell |
-642
| Closed | -$125K | – | 606 |
|
2023
Q1 | $125K | Hold |
642
| – | – | 0.05% | 80 |
|
2022
Q4 | $115K | Sell |
642
-70
| -10% | -$12.6K | 0.05% | 85 |
|
2022
Q3 | $121K | Hold |
712
| – | – | 0.06% | 79 |
|
2022
Q2 | $125K | Sell |
712
-106
| -13% | -$18.6K | 0.05% | 86 |
|
2022
Q1 | $182K | Hold |
818
| – | – | 0.2% | 65 |
|
2021
Q4 | $208K | Hold |
818
| – | – | 0.15% | 62 |
|
2021
Q3 | $193K | Hold |
818
| – | – | 0.15% | 62 |
|
2021
Q2 | $193K | Hold |
818
| – | – | 0.17% | 55 |
|
2021
Q1 | $176K | Hold |
818
| – | – | 0.18% | 60 |
|
2020
Q4 | $173K | Buy |
+818
| New | +$173K | 0.17% | 57 |
|