Castle Wealth Management’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
2023 Q1	–	Sell	-1,787	Closed	-$321K	–	116
2022 Q4	$321K	Buy	1,787 +396	+28%	+$71.2K	0.2%	80
2022 Q3	$237K	Sell	1,391 -197	-12%	-$33.6K	0.14%	93
2022 Q2	$279K	Buy	+1,588	New	+$279K	0.16%	89