Beacon Financial Group’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
2025
Q2
$445K Sell
1,566
-6
-0.4% -$1.71K 0.05% 236
2025
Q1
$385K Hold
1,572
0.04% 245
2024
Q4
$399K Hold
1,572
0.04% 244
2024
Q3
$383K Hold
1,572
0.04% 249
2024
Q2
$361K Sell
1,572
-62
-4% -$14.2K 0.04% 246
2024
Q1
$385K Sell
1,634
-14
-0.8% -$3.3K 0.04% 237
2023
Q4
$362K Buy
+1,648
New +$362K 0.04% 241