The Family Firm’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
Q3 | – | Sell |
-710
| Closed | -$163K | – | 826 |
|
|
2024
Q2 | $163K | Buy |
+710
| New | +$163K | 0.04% | 225 |
|
|
2023
Q1 | – | Sell |
-1,390
| Closed | -$250K | – | 183 |
|
|
2022
Q4 | $250K | Buy |
+1,390
| New | +$250K | 0.07% | 160 |
|
|
2022
Q3 | – | Sell |
-1,299
| Closed | -$228K | – | 179 |
|
|
2022
Q2 | $228K | Buy |
1,299
+2
| +0.2% | +$351 | 0.07% | 171 |
|
|
2022
Q1 | $289K | Buy |
1,297
+279
| +27% | +$62.2K | 0.08% | 145 |
|
|
2021
Q4 | $259K | Buy |
1,018
+2
| +0.2% | +$509 | 0.07% | 158 |
|
|
2021
Q3 | $256K | Hold |
1,016
| – | – | 0.07% | 149 |
|
|
2021
Q2 | $240K | Buy |
1,016
+1
| +0.1% | +$236 | 0.07% | 158 |
|
|
2021
Q1 | $218K | Buy |
1,015
+1
| +0.1% | +$215 | 0.06% | 161 |
|
|
2020
Q4 | $219K | Buy |
+1,014
| New | +$219K | 0.07% | 155 |
|