Cassady Schiller 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
2024
Q4
$4.4M Sell
2024
Q3
$4.28M Buy
2024
Q2
$3.87M Buy
2024
Q1
$3.81M Buy
2023
Q4
$3.39M Buy
2023
Q3
$2.73M Buy
2023
Q2
$2.85M Buy
2023
Q1
$2.66M Buy
2022
Q4
$2.02M Sell
2022
Q3
$2.18M Sell
2022
Q2
$2.39M Sell
2022
Q1
$3.31M Buy
2021
Q4
$3.52M Buy