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

Copia Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$411K Hold
1,444
– – 0.35% 60
2025
Q1 		$353K Buy
1,444
+65
+5% +$15.9K 0.33% 60
2024
Q4 		$350K Buy
+1,379
New +$350K 0.33% 60