Vickerman & Driscoll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,434
| Closed | -$228K | – | 74 |
|
|
2019
Q4 | $228K | Sell |
1,434
-2,158
| -60% | -$343K | 0.12% | 67 |
|
|
2019
Q3 | $532K | Sell |
3,592
-152
| -4% | -$22.5K | 0.29% | 57 |
|
|
2019
Q2 | $559K | Sell |
3,744
-663
| -15% | -$99K | 0.31% | 56 |
|
|
2019
Q1 | $629K | Sell |
4,407
-651
| -13% | -$92.9K | 0.36% | 54 |
|
|
2018
Q4 | $605K | Buy |
5,058
+150
| +3% | +$17.9K | 0.47% | 48 |
|
|
2018
Q3 | $699K | Sell |
4,908
-121
| -2% | -$17.2K | 0.49% | 49 |
|
|
2018
Q2 | $676K | Sell |
5,029
-1,085
| -18% | -$146K | 0.49% | 48 |
|
|
2018
Q1 | $792K | Sell |
6,114
-1,522
| -20% | -$197K | 0.58% | 52 |
|
|
2017
Q4 | $975K | Buy |
+7,636
| New | +$975K | 0.77% | 52 |
|