Frisch Financial Group’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
2026 Q1	$1.41M	Sell	5,483 -384	-7%	-$105K	0.3%	47
2025 Q4	$1.64M	Sell	5,867 -16	-0.3%	-$4.58K	0.37%	43
2025 Q3	$1.73M	Sell	5,883 -319	-5%	-$92K	0.4%	39
2025 Q2	$1.77M	Sell	6,202 -94	-1%	-$24.2K	0.43%	38
2025 Q1	$1.54M	Sell	6,296 -759	-11%	-$197K	0.43%	38
2024 Q4	$1.79M	Sell	7,055 -32	-0.5%	-$8.24K	0.54%	32
2024 Q3	$1.73M	Sell	7,087 -119	-2%	-$27.7K	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%	-$105K	0.57%	29
2023 Q4	$1.71M	Buy	7,786 +1,842	+31%	+$368K	0.64%	30
2023 Q3	$1.16M	Sell	5,944 -1,858	-24%	-$379K	0.47%	37
2023 Q2	$1.6M	Sell	7,802 -4,531	-37%	-$878K	0.77%	27
2023 Q1	$2.4M	Sell	12,333 -1,742	-12%	-$334K	0.93%	28
2022 Q4	$2.53M	Buy	+14,075	New	+$2.55M	0.95%	29