Buckingham Strategic Wealth’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
2024 Q2	$2.7M	Sell	11,745 -246	-2%	-$56.4K	0.03%	204
2024 Q1	$2.83M	Sell	11,991 -668	-5%	-$150K	0.03%	201
2023 Q4	$2.78M	Sell	12,659 -1,191	-9%	-$238K	0.03%	194
2023 Q3	$2.7M	Sell	13,850 -517	-4%	-$106K	0.04%	187
2023 Q2	$2.96M	Buy	14,367 +7,208	+101%	+$1.4M	0.04%	180
2023 Q1	$1.29M	Hold	7,159	–	–	0.02%	237
2022 Q4	$1.29M	Buy	7,159 +716	+11%	+$130K	0.02%	238
2022 Q3	$1.1M	Buy	6,443 +1	+0%	+$189	0.02%	250
2022 Q2	$1.13M	Sell	6,442 -4,188	-39%	-$811K	0.02%	247
2022 Q1	$2.37M	Sell	10,630 -1,158	-10%	-$256K	0.05%	163
2021 Q4	$3M	Buy	11,788 +1,880	+19%	+$474K	0.06%	146
2021 Q3	$2.34M	Sell	9,908 -386	-4%	-$93.5K	0.05%	158
2021 Q2	$2.43M	Sell	10,294 -1,384	-12%	-$310K	0.06%	153
2021 Q1	$2.51M	Buy	11,678 +1,227	+12%	+$266K	0.12%	131
2020 Q4	$2.22M	Buy	10,451 +217	+2%	+$42.7K	0.12%	139
2020 Q3	$1.84M	Buy	10,234 +1,816	+22%	+$320K	0.14%	121
2020 Q2	$1.39M	Sell	8,418 -3,526	-30%	-$533K	0.13%	123
2020 Q1	$1.51M	Sell	11,944 -2,978	-20%	-$452K	0.15%	116
2019 Q4	$2.37M	Sell	14,922 -77	-0.5%	-$11.7K	0.23%	86
2019 Q3	$2.22M	Buy	14,999 +1,802	+14%	+$270K	0.24%	83
2019 Q2	$1.97M	Buy	13,197 +4,029	+44%	+$588K	0.21%	89
2019 Q1	$1.31M	Buy	9,168 +6,952	+314%	+$935K	0.17%	114
2018 Q4	$265K	Buy	2,216 +453	+26%	+$58.2K	0.04%	286
2018 Q3	$251K	Buy	+1,763	New	+$247K	0.04%	302