WIA
Westbourne 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
841
| – | – | 0.07% | 98 |
|
|
2025
Q1 | $206K | Hold |
841
| – | – | 0.07% | 82 |
|
|
2024
Q4 | $213K | Hold |
841
| – | – | 0.07% | 82 |
|
|
2024
Q3 | $205K | Buy |
+841
| New | +$205K | 0.07% | 89 |
|
|
2022
Q2 | – | Sell |
-941
| Closed | -$210K | – | 101 |
|
|
2022
Q1 | $210K | Hold |
941
| – | – | 0.09% | 92 |
|
|
2021
Q4 | $240K | Hold |
941
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $222K | Hold |
941
| – | – | 0.1% | 78 |
|
|
2021
Q2 | $222K | Hold |
941
| – | – | 0.1% | 81 |
|
|
2021
Q1 | $202K | Sell |
941
-125
| -12% | -$26.8K | 0.1% | 80 |
|
|
2020
Q4 | $226K | Buy |
+1,066
| New | +$226K | 0.13% | 75 |
|