Tilia Fiduciary Partners’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
Q3 | – | Sell |
-32
| Closed | -$6.59K | – | 489 |
|
2023
Q2 | $6.59K | Hold |
32
| – | – | 0.01% | 411 |
|
2023
Q1 | $6.24K | Hold |
32
| – | – | 0.01% | 403 |
|
2022
Q4 | $5.75K | Sell |
32
-119
| -79% | -$21.4K | 0.01% | 395 |
|
2022
Q3 | $26K | Hold |
151
| – | – | 0.03% | 260 |
|
2022
Q2 | $27K | Hold |
151
| – | – | 0.03% | 269 |
|
2022
Q1 | $34K | Sell |
151
-20
| -12% | -$4.5K | 0.03% | 254 |
|
2021
Q4 | $44K | Buy |
+171
| New | +$44K | 0.04% | 237 |
|