HRC Wealth Management’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
$8.85M Buy
31,128
+5,756
+23% +$1.64M 4.72% 4
2025
Q1
$6.21M Buy
25,372
+1,331
+6% +$326K 3.85% 5
2024
Q4
$6.1M Buy
24,041
+3,438
+17% +$872K 3.62% 6
2024
Q3
$5.02M Buy
20,603
+537
+3% +$131K 3.24% 6
2024
Q2
$4.61M Buy
20,066
+1,312
+7% +$301K 3.15% 6
2024
Q1
$4.42M Buy
18,754
+3,065
+20% +$723K 3.23% 6
2023
Q4
$3.44M Buy
+15,689
New +$3.44M 2.96% 6