1900 Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-684	Closed	-$201K	–	251
2025 Q3	$201K	Buy	+684	New	+$197K	0.01%	230
2024 Q1	–	Sell	-2,106	Closed	-$462K	–	290
2023 Q4	$462K	Sell	2,106 -35	-2%	-$7K	0.04%	199
2023 Q3	$417K	Sell	2,141 -47	-2%	-$9.6K	0.04%	203
2023 Q2	$450K	Sell	2,188 -282	-11%	-$54.7K	0.05%	167
2023 Q1	$447K	Buy	2,470 +219	+10%	+$41.9K	0.05%	166
2022 Q4	$405K	Sell	2,251 -242	-10%	-$43.9K	0.04%	173
2022 Q3	$425K	Buy	2,493 +254	+11%	+$48.1K	0.05%	159
2022 Q2	$393K	Sell	2,239 -112	-5%	-$21.7K	0.04%	169
2022 Q1	$523K	Sell	2,351 -4,650	-66%	-$1.03M	0.05%	161
2021 Q4	$1.78M	Buy	7,001 +20	+0.3%	+$5.04K	0.16%	96
2021 Q3	$1.65M	Buy	6,981 +322	+5%	+$78K	0.16%	95
2021 Q2	$1.57M	Sell	6,659 -2,950	-31%	-$662K	0.15%	92
2021 Q1	$2.06K	Sell	9,609 -1,156	-11%	-$251K	0.16%	69
2020 Q4	$2.28M	Buy	+10,765	New	+$2.12M	0.27%	58