Wealthspire Advisors (Maryland)’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
Q3 | $245K | Sell |
1,360
-91
| -6% | -$16.4K | 0.01% | 398 |
|
|
2020
Q2 | $240K | Sell |
1,451
-162
| -10% | -$26.8K | 0.02% | 378 |
|
|
2020
Q1 | $204K | Sell |
1,613
-824
| -34% | -$104K | 0.02% | 387 |
|
|
2019
Q4 | $387K | Hold |
2,437
| – | – | 0.03% | 318 |
|
|
2019
Q3 | $361K | Hold |
2,437
| – | – | 0.03% | 312 |
|
|
2019
Q2 | $364K | Sell |
2,437
-10
| -0.4% | -$1.49K | 0.03% | 310 |
|
|
2019
Q1 | $349K | Buy |
2,447
+38
| +2% | +$5.42K | 0.03% | 321 |
|
|
2018
Q4 | $288K | Sell |
2,409
-38
| -2% | -$4.54K | 0.03% | 332 |
|
|
2018
Q3 | $349K | Buy |
2,447
+48
| +2% | +$6.85K | 0.03% | 319 |
|
|
2018
Q2 | $322K | Sell |
2,399
-201
| -8% | -$27K | 0.03% | 340 |
|
|
2018
Q1 | $337K | Buy |
2,600
+600
| +30% | +$77.8K | 0.03% | 330 |
|
|
2017
Q4 | $255K | Buy |
2,000
+92
| +5% | +$11.7K | 0.02% | 412 |
|
|
2017
Q3 | $232K | Buy |
1,908
+500
| +36% | +$60.8K | 0.03% | 430 |
|
|
2017
Q2 | $166K | Hold |
1,408
| – | – | 0.02% | 519 |
|
|
2017
Q1 | $159K | Hold |
1,408
| – | – | 0.02% | 465 |
|
|
2016
Q4 | $149K | Hold |
1,408
| – | – | 0.02% | 461 |
|
|
2016
Q3 | $150K | Hold |
1,408
| – | – | 0.02% | 470 |
|
|
2016
Q2 | $143K | Hold |
1,408
| – | – | 0.02% | 457 |
|
|
2016
Q1 | $141K | Hold |
1,408
| – | – | 0.02% | 440 |
|
|
2015
Q4 | $140K | Buy |
+1,408
| New | +$140K | 0.03% | 451 |
|