WealthOne’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 |
-1,003
| Closed | -$206K | – | 109 |
|
|
2023
Q2 | $206K | Buy |
+1,003
| New | +$206K | 0.08% | 106 |
|
|
2023
Q1 | – | Sell |
-1,115
| Closed | -$200K | – | 120 |
|
|
2022
Q4 | $200K | Buy |
+1,115
| New | +$200K | 0.08% | 116 |
|
|
2022
Q3 | – | Sell |
-1,332
| Closed | -$234K | – | 120 |
|
|
2022
Q2 | $234K | Sell |
1,332
-22
| -2% | -$3.87K | 0.1% | 108 |
|
|
2022
Q1 | $302K | Buy |
+1,354
| New | +$302K | 0.11% | 91 |
|
|
2021
Q4 | – | Sell |
-1,758
| Closed | -$415K | – | 136 |
|
|
2021
Q3 | $415K | Sell |
1,758
-90
| -5% | -$21.2K | 0.16% | 76 |
|
|
2021
Q2 | $437K | Buy |
1,848
+64
| +4% | +$15.1K | 0.17% | 70 |
|
|
2021
Q1 | $383K | Buy |
1,784
+247
| +16% | +$53K | 0.16% | 81 |
|
|
2020
Q4 | $326K | Sell |
1,537
-257
| -14% | -$54.5K | 0.16% | 80 |
|
|
2020
Q3 | $323K | Sell |
1,794
-464
| -21% | -$83.5K | 0.18% | 71 |
|
|
2020
Q2 | $373K | Buy |
2,258
+557
| +33% | +$92K | 0.23% | 56 |
|
|
2020
Q1 | $215K | Buy |
+1,701
| New | +$215K | 0.16% | 81 |
|
|
2019
Q1 | – | Sell |
-440
| Closed | -$52K | – | 559 |
|
|
2018
Q4 | $52K | Buy |
+440
| New | +$52K | 0.05% | 176 |
|