Wolf Group Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-900
| Closed | -$229K | – | 147 |
|
|
2021
Q4 | $229K | Buy |
+900
| New | +$229K | 0.04% | 135 |
|
|
2016
Q2 | – | Sell |
-6,050
| Closed | -$607K | – | 112 |
|
|
2016
Q1 | $607K | Sell |
6,050
-125
| -2% | -$12.5K | 0.46% | 59 |
|
|
2015
Q4 | $616K | Sell |
6,175
-1,655
| -21% | -$165K | 0.46% | 66 |
|
|
2015
Q3 | $762K | Hold |
7,830
| – | – | 0.61% | 59 |
|
|
2015
Q2 | $834K | Buy |
7,830
+1,105
| +16% | +$118K | 0.56% | 64 |
|
|
2015
Q1 | $726K | Buy |
6,725
+940
| +16% | +$101K | 0.5% | 72 |
|
|
2014
Q4 | $588K | Hold |
5,785
| – | – | 0.43% | 73 |
|
|
2014
Q3 | $557K | Sell |
5,785
-125
| -2% | -$12K | 0.42% | 75 |
|
|
2014
Q2 | $570K | Buy |
5,910
+585
| +11% | +$56.4K | 0.41% | 78 |
|
|
2014
Q1 | $493K | Buy |
5,325
+1,185
| +29% | +$110K | 0.38% | 81 |
|
|
2013
Q4 | $374K | Buy |
+4,140
| New | +$374K | 0.3% | 84 |
|