U.S. Capital Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $774K | Sell |
2,723
-65
| -2% | -$18.5K | 0.02% | 489 |
|
2025
Q1 | $682K | Buy |
+2,788
| New | +$682K | 0.02% | 510 |
|
2023
Q4 | – | Sell |
-1,065
| Closed | -$207K | – | 700 |
|
2023
Q3 | $207K | Buy |
+1,065
| New | +$207K | 0.01% | 596 |
|
2023
Q1 | – | Sell |
-990
| Closed | -$178K | – | 1513 |
|
2022
Q4 | $178K | Buy |
+990
| New | +$178K | 0.01% | 630 |
|
2022
Q2 | – | Sell |
-1,418
| Closed | -$316K | – | 735 |
|
2022
Q1 | $316K | Sell |
1,418
-101
| -7% | -$22.5K | 0.01% | 591 |
|
2021
Q4 | $387K | Sell |
1,519
-69
| -4% | -$17.6K | 0.02% | 557 |
|
2021
Q3 | $375K | Buy |
+1,588
| New | +$375K | 0.02% | 564 |
|