WA
WFG Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.34M | Buy |
19,859
+3,376
| +20% | +$397K | 0.53% | 39 |
|
|
2017
Q1 | $1.86M | Buy |
16,483
+12,404
| +304% | +$1.4M | 0.5% | 47 |
|
|
2016
Q4 | $431K | Buy |
4,079
+3,766
| +1,203% | +$398K | 0.11% | 221 |
|
|
2016
Q3 | $33K | Hold |
313
| – | – | 0.01% | 812 |
|
|
2016
Q2 | $32K | Sell |
313
-20
| -6% | -$2.05K | 0.01% | 819 |
|
|
2016
Q1 | $33K | Buy |
333
+21
| +7% | +$2.08K | 0.01% | 776 |
|
|
2015
Q4 | $31K | Buy |
312
+70
| +29% | +$6.96K | 0.01% | 787 |
|
|
2015
Q3 | $24K | Hold |
242
| – | – | 0.01% | 845 |
|
|
2015
Q2 | $26K | Hold |
242
| – | – | 0.01% | 903 |
|
|
2015
Q1 | $26K | Sell |
242
-92
| -28% | -$9.88K | 0.01% | 916 |
|
|
2014
Q4 | $34K | Hold |
334
| – | – | 0.01% | 1035 |
|
|
2014
Q3 | $32K | Sell |
334
-100
| -23% | -$9.58K | 0.01% | 1087 |
|
|
2014
Q2 | $42K | Hold |
434
| – | – | 0.01% | 980 |
|
|
2014
Q1 | $40K | Sell |
434
-698
| -62% | -$64.3K | 0.01% | 1001 |
|
|
2013
Q4 | $102K | Buy |
1,132
+106
| +10% | +$9.55K | 0.01% | 732 |
|
|
2013
Q3 | $87K | Hold |
1,026
| – | – | 0.01% | 746 |
|
|
2013
Q2 | $80K | Buy |
+1,026
| New | +$80K | 0.01% | 741 |
|