HNWAG
High Net Worth Advisory Group’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 | $427K | Hold |
1,500
| – | – | 0.11% | 142 |
|
|
2025
Q1 | $367K | Hold |
1,500
| – | – | 0.1% | 148 |
|
|
2024
Q4 | $381K | Buy |
1,500
+600
| +67% | +$152K | 0.11% | 144 |
|
|
2024
Q3 | $219K | Hold |
900
| – | – | 0.06% | 207 |
|
|
2024
Q2 | $207K | Sell |
900
-200
| -18% | -$45.9K | 0.06% | 204 |
|
|
2024
Q1 | $259K | Hold |
1,100
| – | – | 0.08% | 176 |
|
|
2023
Q4 | $242K | Hold |
1,100
| – | – | 0.09% | 170 |
|
|
2023
Q3 | $214K | Hold |
1,100
| – | – | 0.09% | 179 |
|
|
2023
Q2 | $226K | Hold |
1,100
| – | – | 0.09% | 175 |
|
|
2023
Q1 | $214K | Buy |
1,100
+400
| +57% | +$78K | 0.09% | 178 |
|
|
2022
Q4 | $126K | Sell |
700
-1,659
| -70% | -$298K | 0.05% | 224 |
|
|
2022
Q3 | $402K | Buy |
2,359
+509
| +28% | +$86.7K | 0.17% | 119 |
|
|
2022
Q2 | $324K | Hold |
1,850
| – | – | 0.13% | 137 |
|
|
2022
Q1 | $412K | Hold |
1,850
| – | – | 0.15% | 124 |
|
|
2021
Q4 | $471K | Buy |
+1,850
| New | +$471K | 0.16% | 115 |
|