Frisch Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Sell
6,202
-94
-1% -$26.8K 0.43% 38
2025
Q1
$1.54M Sell
6,296
-759
-11% -$186K 0.43% 38
2024
Q4
$1.79M Sell
7,055
-32
-0.5% -$8.12K 0.54% 32
2024
Q3
$1.73M Sell
7,087
-119
-2% -$29K 0.52% 32
2024
Q2
$1.65M Sell
7,206
-110
-2% -$25.2K 0.5% 31
2024
Q1
$1.73M Sell
7,316
-470
-6% -$111K 0.57% 29
2023
Q4
$1.71M Buy
7,786
+1,842
+31% +$405K 0.64% 30
2023
Q3
$1.16M Sell
5,944
-1,858
-24% -$362K 0.47% 37
2023
Q2
$1.61M Sell
7,802
-4,531
-37% -$932K 0.77% 27
2023
Q1
$2.4M Sell
12,333
-1,742
-12% -$340K 0.93% 28
2022
Q4
$2.53M Buy
+14,075
New +$2.53M 0.95% 29