WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $571K | Hold |
2,251
| – | – | 0.18% | 84 |
|
|
2024
Q3 | $548K | Sell |
2,251
-124
| -5% | -$30.2K | 0.15% | 99 |
|
|
2024
Q2 | $545K | Sell |
2,375
-194
| -8% | -$44.5K | 0.17% | 92 |
|
|
2024
Q1 | $606K | Sell |
2,569
-157
| -6% | -$37K | 0.19% | 79 |
|
|
2023
Q4 | $599K | Buy |
2,726
+28
| +1% | +$6.15K | 0.22% | 84 |
|
|
2023
Q3 | $525K | Buy |
2,698
+116
| +4% | +$22.6K | 0.2% | 81 |
|
|
2023
Q2 | $531K | Buy |
2,582
+2,149
| +496% | +$442K | 0.21% | 77 |
|
|
2023
Q1 | $84.4K | Buy |
+433
| New | +$84.4K | 0.04% | 260 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$668 | – | 552 |
|
|
2022
Q1 | $668 | Buy |
+3
| New | +$668 | ﹤0.01% | 472 |
|