TA
Tiedemann Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.5M | Sell |
7,679
-128
| -2% | -$24.9K | 0.06% | 96 |
|
|
2023
Q2 | $1.61M | Hold |
7,807
| – | – | 0.07% | 89 |
|
|
2023
Q1 | $1.52M | Sell |
7,807
-165
| -2% | -$32.2K | 0.07% | 89 |
|
|
2022
Q4 | $1.43M | Sell |
7,972
-25,544
| -76% | -$4.59M | 0.07% | 94 |
|
|
2022
Q3 | $5.72M | Buy |
33,516
+29,773
| +795% | +$5.08M | 0.35% | 34 |
|
|
2022
Q2 | $657K | Buy |
+3,743
| New | +$657K | 0.05% | 138 |
|
|
2020
Q1 | – | Sell |
-7,647
| Closed | -$1.21M | – | 323 |
|
|
2019
Q4 | $1.21M | Buy |
7,647
+2,409
| +46% | +$382K | 0.06% | 149 |
|
|
2019
Q3 | $776K | Buy |
+5,238
| New | +$776K | 0.04% | 193 |
|
|
2018
Q2 | – | Sell |
-9,529
| Closed | -$1.24M | – | 306 |
|
|
2018
Q1 | $1.24M | Hold |
9,529
| – | – | 0.08% | 128 |
|
|
2017
Q4 | $1.22M | Hold |
9,529
| – | – | 0.09% | 107 |
|
|
2017
Q3 | $1.16M | Hold |
9,529
| – | – | 0.1% | 137 |
|
|
2017
Q2 | $1.12M | Buy |
+9,529
| New | +$1.12M | 0.08% | 197 |
|