YorkBridge Wealth Partners’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
Q4 | $2.21M | Buy |
12,272
+250
| +2% | +$44.9K | 0.56% | 48 |
|
|
2022
Q3 | $2.05M | Buy |
12,022
+10,507
| +694% | +$1.79M | 0.53% | 49 |
|
|
2022
Q2 | $266K | Sell |
1,515
-45
| -3% | -$7.9K | 0.07% | 220 |
|
|
2022
Q1 | $348K | Hold |
1,560
| – | – | 0.08% | 205 |
|
|
2021
Q4 | $397K | Hold |
1,560
| – | – | 0.09% | 190 |
|
|
2021
Q3 | $369K | Hold |
1,560
| – | – | 0.09% | 183 |
|
|
2021
Q2 | $369K | Sell |
1,560
-110
| -7% | -$26K | 0.1% | 167 |
|
|
2021
Q1 | $358K | Sell |
1,670
-218
| -12% | -$46.7K | 0.11% | 162 |
|
|
2020
Q4 | $400K | Buy |
1,888
+72
| +4% | +$15.3K | 0.13% | 125 |
|
|
2020
Q3 | $327K | Sell |
1,816
-210
| -10% | -$37.8K | 0.14% | 130 |
|
|
2020
Q2 | $334K | Sell |
2,026
-25
| -1% | -$4.12K | 0.15% | 120 |
|
|
2020
Q1 | $260K | Hold |
2,051
| – | – | 0.16% | 129 |
|
|
2019
Q4 | $326K | Sell |
2,051
-25
| -1% | -$3.97K | 0.15% | 134 |
|
|
2019
Q3 | $307K | Hold |
2,076
| – | – | 0.15% | 135 |
|
|
2019
Q2 | $310K | Sell |
2,076
-280
| -12% | -$41.8K | 0.14% | 138 |
|
|
2019
Q1 | $336K | Sell |
2,356
-395
| -14% | -$56.3K | 0.15% | 126 |
|
|
2018
Q4 | $329K | Sell |
2,751
-25
| -0.9% | -$2.99K | 0.17% | 124 |
|
|
2018
Q3 | $394K | Buy |
2,776
+55
| +2% | +$7.81K | 0.18% | 118 |
|
|
2018
Q2 | $366K | Sell |
2,721
-13
| -0.5% | -$1.75K | 0.16% | 126 |
|
|
2018
Q1 | $354K | Sell |
2,734
-260
| -9% | -$33.7K | 0.16% | 126 |
|
|
2017
Q4 | $379K | Buy |
2,994
+175
| +6% | +$22.2K | 0.18% | 119 |
|
|
2017
Q3 | $343K | Sell |
2,819
-306
| -10% | -$37.2K | 0.18% | 119 |
|
|
2017
Q2 | $368K | Buy |
3,125
+175
| +6% | +$20.6K | 0.2% | 112 |
|
|
2017
Q1 | $342K | Buy |
2,950
+1,348
| +84% | +$156K | 0.18% | 117 |
|
|
2016
Q4 | $172K | Buy |
+1,602
| New | +$172K | 0.1% | 170 |
|