WAS
Winch Advisory Services’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 | $45.5K | Hold |
160
| – | – | 0.01% | 164 |
|
|
2025
Q1 | $39.2K | Hold |
160
| – | – | 0.01% | 172 |
|
|
2024
Q4 | $40.6K | Buy |
160
+21
| +15% | +$5.32K | 0.01% | 173 |
|
|
2024
Q3 | $33.8K | Sell |
139
-1
| -0.7% | -$243 | 0.01% | 184 |
|
|
2024
Q2 | $32.2K | Hold |
140
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $33.1K | Hold |
140
| – | – | 0.01% | 178 |
|
|
2023
Q4 | $30.7K | Hold |
140
| – | – | 0.01% | 178 |
|
|
2023
Q3 | $27K | Buy |
140
+1
| +0.7% | +$193 | 0.01% | 180 |
|
|
2023
Q2 | $29K | Hold |
139
| – | – | 0.01% | 172 |
|
|
2023
Q1 | $27K | Hold |
139
| – | – | 0.01% | 173 |
|
|
2022
Q4 | $25K | Hold |
139
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $24K | Buy |
139
+1
| +0.7% | +$173 | 0.01% | 161 |
|
|
2022
Q2 | $24K | Sell |
138
-2
| -1% | -$348 | 0.01% | 166 |
|
|
2022
Q1 | $31K | Hold |
140
| – | – | 0.01% | 170 |
|
|
2021
Q4 | $36K | Buy |
140
+1
| +0.7% | +$257 | 0.01% | 153 |
|
|
2021
Q3 | $33K | Hold |
139
| – | – | 0.01% | 160 |
|
|
2021
Q2 | $33K | Hold |
139
| – | – | 0.01% | 155 |
|
|
2021
Q1 | $30K | Hold |
139
| – | – | 0.01% | 154 |
|
|
2020
Q4 | $29K | Hold |
139
| – | – | 0.01% | 130 |
|
|
2020
Q3 | $25K | Buy |
139
+1
| +0.7% | +$180 | 0.01% | 133 |
|
|
2020
Q2 | $23K | Sell |
138
-1,936
| -93% | -$323K | 0.01% | 131 |
|
|
2020
Q1 | $263K | Buy |
2,074
+5
| +0.2% | +$634 | 0.13% | 48 |
|
|
2019
Q4 | $329K | Buy |
2,069
+6
| +0.3% | +$954 | 0.16% | 60 |
|
|
2019
Q3 | $306K | Buy |
2,063
+24
| +1% | +$3.56K | 0.16% | 55 |
|
|
2019
Q2 | $305K | Buy |
2,039
+3
| +0.1% | +$449 | 0.16% | 56 |
|
|
2019
Q1 | $291K | Hold |
2,036
| – | – | 0.16% | 64 |
|
|
2018
Q4 | $244K | Buy |
2,036
+577
| +40% | +$69.1K | 0.14% | 62 |
|
|
2018
Q3 | $208K | Hold |
1,459
| – | – | 0.1% | 74 |
|
|
2018
Q2 | $196K | Buy |
1,459
+2
| +0.1% | +$269 | 0.11% | 77 |
|
|
2018
Q1 | $189K | Sell |
1,457
-39,290
| -96% | -$5.1M | 0.11% | 80 |
|
|
2017
Q4 | $5.2M | Sell |
40,747
-407
| -1% | -$52K | 3.13% | 8 |
|
|
2017
Q3 | $5.01M | Buy |
41,154
+573
| +1% | +$69.8K | 3.26% | 8 |
|
|
2017
Q2 | $4.78M | Sell |
40,581
-280
| -0.7% | -$33K | 3.01% | 7 |
|
|
2017
Q1 | $4.62M | Buy |
40,861
+386
| +1% | +$43.6K | 2.93% | 7 |
|
|
2016
Q4 | $4.28M | Buy |
+40,475
| New | +$4.28M | 2.94% | 9 |
|
|
2015
Q3 | – | Sell |
-23,549
| Closed | -$2.51M | – | 288 |
|
|
2015
Q2 | $2.51M | Buy |
+23,549
| New | +$2.51M | 1.37% | 22 |
|
|
2014
Q3 | – | Sell |
-26,876
| Closed | -$2.59M | – | 265 |
|
|
2014
Q2 | $2.59M | Sell |
26,876
-6,405
| -19% | -$617K | 1.52% | 21 |
|
|
2014
Q1 | $3.08M | Buy |
+33,281
| New | +$3.08M | 1.95% | 15 |
|