WealthSource Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $613K | Buy |
2,790
+44
| +2% | +$9.66K | 0.04% | 280 |
|
|
2023
Q3 | $535K | Sell |
2,746
-2
| -0.1% | -$389 | 0.04% | 295 |
|
|
2023
Q2 | $565K | Sell |
2,748
-139
| -5% | -$28.6K | 0.04% | 294 |
|
|
2023
Q1 | $563K | Buy |
2,887
+822
| +40% | +$160K | 0.04% | 291 |
|
|
2022
Q4 | $371K | Sell |
2,065
-117
| -5% | -$21K | 0.03% | 359 |
|
|
2022
Q3 | $372K | Buy |
2,182
+170
| +8% | +$29K | 0.03% | 352 |
|
|
2022
Q2 | $353K | Sell |
2,012
-260
| -11% | -$45.6K | 0.03% | 366 |
|
|
2022
Q1 | $506K | Buy |
2,272
+141
| +7% | +$31.4K | 0.03% | 340 |
|
|
2021
Q4 | $543K | Sell |
2,131
-3
| -0.1% | -$764 | 0.04% | 295 |
|
|
2021
Q3 | $504K | Buy |
2,134
+32
| +2% | +$7.56K | 0.04% | 291 |
|
|
2021
Q2 | $497K | Sell |
2,102
-65
| -3% | -$15.4K | 0.04% | 273 |
|
|
2021
Q1 | $465K | Sell |
2,167
-2,877
| -57% | -$617K | 0.05% | 254 |
|
|
2020
Q4 | $1.07M | Sell |
5,044
-23
| -0.5% | -$4.88K | 0.12% | 116 |
|
|
2020
Q3 | $913K | Sell |
5,067
-77
| -1% | -$13.9K | 0.12% | 111 |
|
|
2020
Q2 | $849K | Buy |
5,144
+155
| +3% | +$25.6K | 0.12% | 113 |
|
|
2020
Q1 | $632K | Buy |
4,989
+211
| +4% | +$26.7K | 0.1% | 148 |
|
|
2019
Q4 | $759K | Sell |
4,778
-575
| -11% | -$91.3K | 0.1% | 170 |
|
|
2019
Q3 | $793K | Buy |
+5,353
| New | +$793K | 0.12% | 175 |
|