FIA
Foundations Investment Advisors’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 | – | Sell |
-875
| Closed | -$214K | – | 992 |
|
|
2025
Q1 | $214K | Buy |
+875
| New | +$214K | ﹤0.01% | 805 |
|
|
2023
Q4 | – | Sell |
-1,163
| Closed | -$227K | – | 732 |
|
|
2023
Q3 | $227K | Buy |
+1,163
| New | +$227K | 0.01% | 578 |
|
|
2022
Q2 | – | Sell |
-11,355
| Closed | -$2.43M | – | 421 |
|
|
2022
Q1 | $2.43M | Buy |
11,355
+366
| +3% | +$78.2K | 0.09% | 85 |
|
|
2021
Q4 | $2.62M | Buy |
+10,989
| New | +$2.62M | 0.1% | 79 |
|
|
2018
Q4 | – | Sell |
-132,060
| Closed | -$18.8M | – | 133 |
|
|
2018
Q3 | $18.8M | Buy |
132,060
+13,944
| +12% | +$1.99M | 4.58% | 7 |
|
|
2018
Q2 | $15.9M | Buy |
+118,116
| New | +$15.9M | 4.23% | 8 |
|