THWM
Taylor Hoffman Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-601
| Closed | -$99K | – | 355 |
|
|
2020
Q2 | $99K | Buy |
+601
| New | +$99K | 0.06% | 150 |
|
|
2020
Q1 | – | Sell |
-1,621
| Closed | -$257K | – | 377 |
|
|
2019
Q4 | $257K | Sell |
1,621
-37
| -2% | -$5.87K | 0.17% | 106 |
|
|
2019
Q3 | $246K | Hold |
1,658
| – | – | 0.17% | 107 |
|
|
2019
Q2 | $248K | Buy |
1,658
+37
| +2% | +$5.53K | 0.2% | 106 |
|
|
2019
Q1 | $231K | Sell |
1,621
-176
| -10% | -$25.1K | 0.17% | 109 |
|
|
2018
Q4 | $215K | Hold |
1,797
| – | – | 0.19% | 96 |
|
|
2018
Q3 | $256K | Sell |
1,797
-86
| -5% | -$12.3K | 0.2% | 92 |
|
|
2018
Q2 | $253K | Sell |
1,883
-702
| -27% | -$94.3K | 0.22% | 91 |
|
|
2018
Q1 | $335K | Sell |
2,585
-550
| -18% | -$71.3K | 0.31% | 79 |
|
|
2017
Q4 | $400K | Buy |
+3,135
| New | +$400K | 0.38% | 72 |
|