FWP
Falcon Wealth Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
6,248
-1,686
| -21% | -$480K | 0.18% | 52 |
|
|
2025
Q1 | $1.94M | Buy |
7,934
+794
| +11% | +$194K | 0.22% | 48 |
|
|
2024
Q4 | $1.81M | Sell |
7,140
-190
| -3% | -$48.2K | 0.2% | 54 |
|
|
2024
Q3 | $1.78M | Sell |
7,330
-24
| -0.3% | -$5.84K | 0.21% | 48 |
|
|
2024
Q2 | $1.69M | Sell |
7,354
-425
| -5% | -$97.6K | 0.22% | 45 |
|
|
2024
Q1 | $1.83M | Sell |
7,779
-789
| -9% | -$186K | 0.29% | 42 |
|
|
2023
Q4 | $1.88M | Buy |
8,568
+3,121
| +57% | +$685K | 0.33% | 38 |
|
|
2023
Q3 | $1.06M | Sell |
5,447
-149
| -3% | -$29K | 0.23% | 40 |
|
|
2023
Q2 | $1.15M | Buy |
5,596
+15
| +0.3% | +$3.09K | 0.26% | 37 |
|
|
2023
Q1 | $1.09M | Sell |
5,581
-192
| -3% | -$37.4K | 0.27% | 38 |
|
|
2022
Q4 | $1.04M | Buy |
5,773
+2,071
| +56% | +$372K | 0.3% | 36 |
|
|
2022
Q3 | $631K | Sell |
3,702
-1,822
| -33% | -$311K | 0.21% | 37 |
|
|
2022
Q2 | $969K | Buy |
5,524
+2,639
| +91% | +$463K | 0.33% | 34 |
|
|
2022
Q1 | $643K | Buy |
2,885
+1,949
| +208% | +$434K | 0.2% | 40 |
|
|
2021
Q4 | $238K | Buy |
+936
| New | +$238K | 0.08% | 70 |
|