Falcon Wealth Planning’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
2025
Q3
$1.65M Sell
2025
Q2
$1.78M Sell
2025
Q1
$1.94M Buy
2024
Q4
$1.81M Sell
2024
Q3
$1.78M Sell
2024
Q2
$1.69M Sell
2024
Q1
$1.83M Sell
2023
Q4
$1.88M Buy
2023
Q3
$1.06M Sell
2023
Q2
$1.15M Buy
2023
Q1
$1.09M Sell
2022
Q4
$1.04M Buy
2022
Q3
$631K Sell
2022
Q2
$969K Buy
2022
Q1
$643K Buy
2021
Q4
$238K Buy