Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.56M | Buy |
7,989
+100
| +1% | +$19.5K | 0.29% | 57 |
|
|
2023
Q2 | $1.62M | Sell |
7,889
-263
| -3% | -$54.1K | 0.29% | 57 |
|
|
2023
Q1 | $1.56M | Buy |
8,152
+497
| +6% | +$95.1K | 0.3% | 58 |
|
|
2022
Q4 | $1.38M | Buy |
7,655
+1,448
| +23% | +$262K | 0.29% | 59 |
|
|
2022
Q3 | $1.09M | Buy |
6,207
+320
| +5% | +$56K | 0.27% | 57 |
|
|
2022
Q2 | $1.06M | Buy |
5,887
+20
| +0.3% | +$3.59K | 0.27% | 55 |
|
|
2022
Q1 | $1.28M | Buy |
5,867
+303
| +5% | +$66K | 0.24% | 82 |
|
|
2021
Q4 | $1.38M | Buy |
5,564
+269
| +5% | +$66.7K | 0.25% | 81 |
|
|
2021
Q3 | $1.27M | Buy |
5,295
+369
| +7% | +$88.2K | 0.26% | 81 |
|
|
2021
Q2 | $1.16M | Sell |
4,926
-183
| -4% | -$43.2K | 0.25% | 86 |
|
|
2021
Q1 | $1.1M | Buy |
5,109
+14
| +0.3% | +$3K | 0.26% | 81 |
|
|
2020
Q4 | $1.08M | Buy |
5,095
+30
| +0.6% | +$6.36K | 0.28% | 77 |
|
|
2020
Q3 | $948K | Sell |
5,065
-526
| -9% | -$98.5K | 0.28% | 78 |
|
|
2020
Q2 | $923K | Sell |
5,591
-546
| -9% | -$90.1K | 0.29% | 78 |
|
|
2020
Q1 | $778K | Buy |
6,137
+290
| +5% | +$36.8K | 0.31% | 74 |
|
|
2019
Q4 | $928K | Buy |
5,847
+9
| +0.2% | +$1.43K | 0.34% | 73 |
|
|
2019
Q3 | $841K | Buy |
5,838
+11
| +0.2% | +$1.59K | 0.37% | 71 |
|
|
2019
Q2 | $877K | Hold |
5,827
| – | – | 0.38% | 75 |
|
|
2019
Q1 | $832K | Buy |
5,827
+910
| +19% | +$130K | 0.47% | 63 |
|
|
2018
Q4 | $589K | Buy |
4,917
+463
| +10% | +$55.5K | 0.4% | 77 |
|
|
2018
Q3 | $635K | Buy |
4,454
+28
| +0.6% | +$3.99K | 0.41% | 73 |
|
|
2018
Q2 | $595K | Buy |
4,426
+246
| +6% | +$33.1K | 0.47% | 62 |
|
|
2018
Q1 | $542K | Buy |
4,180
+434
| +12% | +$56.3K | 0.46% | 60 |
|
|
2017
Q4 | $478K | Buy |
+3,746
| New | +$478K | 0.41% | 62 |
|