WEC
Winslow Evans & Crocker’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $875K | Buy |
4,128
+3,308
| +403% | +$701K | 0.17% | 139 |
|
|
2020
Q3 | $148K | Hold |
820
| – | – | 0.04% | 307 |
|
|
2020
Q2 | $136K | Buy |
820
+64
| +8% | +$10.6K | 0.04% | 310 |
|
|
2020
Q1 | $98K | Sell |
756
-230
| -23% | -$29.8K | 0.03% | 333 |
|
|
2019
Q4 | $158K | Sell |
986
-22
| -2% | -$3.53K | 0.04% | 321 |
|
|
2019
Q3 | $152K | Sell |
1,008
-40
| -4% | -$6.03K | 0.04% | 318 |
|
|
2019
Q2 | $158K | Buy |
1,048
+190
| +22% | +$28.6K | 0.04% | 320 |
|
|
2019
Q1 | $124K | Buy |
858
+110
| +15% | +$15.9K | 0.04% | 346 |
|
|
2018
Q4 | $90K | Sell |
748
-320
| -30% | -$38.5K | 0.03% | 376 |
|
|
2018
Q3 | $154K | Hold |
1,068
| – | – | 0.05% | 299 |
|
|
2018
Q2 | $144K | Buy |
1,068
+126
| +13% | +$17K | 0.05% | 307 |
|
|
2018
Q1 | $122K | Buy |
942
+324
| +52% | +$42K | 0.04% | 321 |
|
|
2017
Q4 | $78.8K | Hold |
618
| – | – | 0.03% | 405 |
|
|
2017
Q3 | $75.1K | Sell |
618
-1,034
| -63% | -$126K | 0.02% | 405 |
|
|
2017
Q2 | $194K | Sell |
1,652
-202
| -11% | -$23.8K | 0.05% | 321 |
|
|
2017
Q1 | $209K | Sell |
1,854
-448
| -19% | -$50.5K | 0.07% | 292 |
|
|
2016
Q4 | $243K | Buy |
2,302
+36
| +2% | +$3.8K | 0.07% | 262 |
|
|
2016
Q3 | $241K | Sell |
2,266
-94
| -4% | -$10K | 0.07% | 272 |
|
|
2016
Q2 | $240K | Hold |
2,360
| – | – | 0.07% | 256 |
|
|
2016
Q1 | $237K | Hold |
2,360
| – | – | 0.07% | 243 |
|
|
2015
Q4 | $235K | Hold |
2,360
| – | – | 0.07% | 269 |
|
|
2015
Q3 | $230K | Hold |
2,360
| – | – | 0.07% | 251 |
|
|
2015
Q2 | $252K | Buy |
2,360
+94
| +4% | +$10K | 0.07% | 262 |
|
|
2015
Q1 | $245K | Hold |
2,266
| – | – | 0.07% | 272 |
|
|
2014
Q4 | $230K | Hold |
2,266
| – | – | 0.07% | 269 |
|
|
2014
Q3 | $218K | Buy |
2,266
+1,338
| +144% | +$129K | 0.06% | 298 |
|
|
2014
Q2 | $89.4K | Buy |
928
+50
| +6% | +$4.82K | 0.03% | 388 |
|
|
2014
Q1 | $81.3K | Hold |
878
| – | – | 0.03% | 403 |
|
|
2013
Q4 | $79K | Buy |
+878
| New | +$79K | 0.03% | 437 |
|