IAG Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

IAG Wealth Partners’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4	Closed	-$1.12K	–	532
2025 Q4	$1.12K	Buy	+4	New	+$1.15K	﹤0.01%	461
2023 Q3	–	Sell	-57	Closed	-$11.7K	–	471
2023 Q2	$11.7K	Buy	+57	New	+$11K	﹤0.01%	296
2022 Q1	–	Sell	-52	Closed	-$13K	–	467
2021 Q4	$13K	Hold	52	–	–	﹤0.01%	276
2021 Q3	$13K	Hold	52	–	–	﹤0.01%	244
2021 Q2	$13K	Hold	52	–	–	﹤0.01%	235
2021 Q1	$12K	Hold	52	–	–	﹤0.01%	246
2020 Q4	$12K	Sell	52 -48	-48%	-$9.45K	﹤0.01%	224
2020 Q3	$19K	Buy	+100	New	+$17.6K	0.01%	163

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return