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

Dopkins Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344K	Hold	1,123	–	–	0.13%	66
2026 Q1	$289K	Buy	1,123 +239	+27%	+$65.6K	0.12%	73
2025 Q4	$247K	Hold	884	–	–	0.1%	74
2025 Q3	$260K	Hold	884	–	–	0.11%	71
2025 Q2	$251K	Hold	884	–	–	0.11%	70
2025 Q1	$216K	Buy	884 +21	+2%	+$5.46K	0.11%	76
2024 Q4	$219K	Buy	+863	New	+$222K	0.11%	77
2024 Q2	–	Sell	-856	Closed	-$202K	–	86
2024 Q1	$202K	Buy	+856	New	+$192K	0.12%	81
2023 Q4	–	Sell	-1,066	Closed	-$208K	–	57
2023 Q3	$208K	Buy	+1,066	New	+$218K	0.16%	53

Other funds holding VOT

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return