VIA
Vickerman Investment 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
Q2 | – | Sell |
-1,781
| Closed | -$347K | – | 72 |
|
2023
Q1 | $347K | Sell |
1,781
-3,014
| -63% | -$587K | 0.14% | 61 |
|
2022
Q4 | $862K | Sell |
4,795
-1,364
| -22% | -$245K | 0.39% | 52 |
|
2022
Q3 | $1.05M | Buy |
6,159
+101
| +2% | +$17.2K | 0.51% | 49 |
|
2022
Q2 | $1.06M | Buy |
6,058
+188
| +3% | +$33K | 0.5% | 53 |
|
2022
Q1 | $1.12M | Sell |
5,870
-128
| -2% | -$24.4K | 0.5% | 52 |
|
2021
Q4 | $1.53M | Sell |
5,998
-4,355
| -42% | -$1.11M | 0.62% | 47 |
|
2021
Q3 | $2.45M | Buy |
+10,353
| New | +$2.45M | 0.98% | 32 |
|