WSTAM
Wilbanks Smith & Thomas Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $423K | Sell |
1,792
-24
| -1% | -$5.66K | 0.01% | 370 |
|
|
2023
Q4 | $399K | Hold |
1,816
| – | – | 0.01% | 370 |
|
|
2023
Q3 | $354K | Sell |
1,816
-129
| -7% | -$25.1K | 0.01% | 372 |
|
|
2023
Q2 | $400K | Buy |
1,945
+101
| +5% | +$20.8K | 0.01% | 363 |
|
|
2023
Q1 | $359K | Buy |
+1,844
| New | +$359K | 0.01% | 370 |
|
|
2022
Q1 | – | Sell |
-898
| Closed | -$229K | – | 541 |
|
|
2021
Q4 | $229K | Hold |
898
| – | – | 0.01% | 467 |
|
|
2021
Q3 | $212K | Hold |
898
| – | – | 0.01% | 471 |
|
|
2021
Q2 | $212K | Sell |
898
-550
| -38% | -$130K | 0.01% | 466 |
|
|
2021
Q1 | $311K | Buy |
+1,448
| New | +$311K | 0.01% | 361 |
|
|
2019
Q4 | – | Sell |
-2,108
| Closed | -$312K | – | 446 |
|
|
2019
Q3 | $312K | Sell |
2,108
-130
| -6% | -$19.2K | 0.02% | 306 |
|
|
2019
Q2 | $334K | Buy |
+2,238
| New | +$334K | 0.02% | 294 |
|
|
2018
Q4 | – | Sell |
-26,361
| Closed | -$3.76M | – | 1282 |
|
|
2018
Q3 | $3.76M | Sell |
26,361
-21,895
| -45% | -$3.12M | 0.23% | 88 |
|
|
2018
Q2 | $6.49M | Sell |
48,256
-630
| -1% | -$84.7K | 0.52% | 36 |
|
|
2018
Q1 | $6.34M | Buy |
48,886
+4,577
| +10% | +$593K | 0.51% | 40 |
|
|
2017
Q4 | $5.66M | Buy |
44,309
+1,039
| +2% | +$133K | 0.45% | 43 |
|
|
2017
Q3 | $5.27M | Sell |
43,270
-3,565
| -8% | -$434K | 0.44% | 46 |
|
|
2017
Q2 | $5.51M | Buy |
+46,835
| New | +$5.51M | 0.48% | 39 |
|
|
2016
Q3 | – | Sell |
-34,900
| Closed | -$3.56M | – | 310 |
|
|
2016
Q2 | $3.56M | Buy |
34,900
+955
| +3% | +$97.3K | 0.37% | 52 |
|
|
2016
Q1 | $3.4M | Buy |
+33,945
| New | +$3.4M | 0.41% | 48 |
|
|
2015
Q3 | – | Sell |
-17,428
| Closed | -$1.86M | – | 313 |
|
|
2015
Q2 | $1.86M | Buy |
17,428
+2,012
| +13% | +$214K | 0.18% | 83 |
|
|
2015
Q1 | $1.67M | Buy |
15,416
+10,343
| +204% | +$1.12M | 0.16% | 92 |
|
|
2014
Q4 | $515K | Buy |
+5,073
| New | +$515K | 0.05% | 172 |
|