IWA

Inspirion Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Inspirion Wealth Advisors’s Portfolio VOT Stock Details VOT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.62M	Buy	9,221 +357	+4%	+$102K	0.35%	32
2025 Q1	$2.17M	Sell	8,864 -133	-1%	-$32.5K	0.3%	31
2024 Q4	$2.32M	Sell	8,997 -252	-3%	-$65K	0.32%	31
2024 Q3	$2.25M	Sell	9,249 -355	-4%	-$86.4K	0.31%	34
2024 Q2	$2.2M	Buy	9,604 +10	+0.1%	+$2.3K	0.34%	33
2024 Q1	$2.26M	Sell	9,594 -42	-0.4%	-$9.9K	0.37%	31
2023 Q4	$2.08M	Buy	9,636 +115	+1%	+$24.9K	0.38%	34
2023 Q3	$1.85M	Sell	9,521 -208	-2%	-$40.5K	0.36%	37
2023 Q2	$2M	Buy	9,729 +154	+2%	+$31.7K	0.38%	35
2023 Q1	$1.87M	Sell	9,575 -668	-7%	-$130K	0.37%	35
2022 Q4	$1.84M	Sell	10,243 -889	-8%	-$160K	0.39%	35
2022 Q3	$1.9M	Buy	11,132 +22	+0.2%	+$3.75K	0.43%	30
2022 Q2	$1.95M	Buy	11,110 +1,631	+17%	+$286K	0.43%	31
2022 Q1	$2.11M	Buy	9,479 +4,228	+81%	+$942K	0.43%	26
2021 Q4	$1.34M	Buy	5,251 +70	+1%	+$17.8K	0.28%	37
2021 Q3	$1.22M	Hold	5,181	–	–	0.28%	36
2021 Q2	$1.23M	Hold	5,181	–	–	0.3%	31
2021 Q1	$1.11M	Buy	5,181 +25	+0.5%	+$5.37K	0.29%	32
2020 Q4	$1.09M	Hold	5,156	–	–	0.31%	28
2020 Q3	$929K	Hold	5,156	–	–	0.32%	28
2020 Q2	$851K	Buy	5,156 +231	+5%	+$38.1K	0.33%	30
2020 Q1	$624K	Hold	4,925	–	–	0.31%	34
2019 Q4	$782K	Hold	4,925	–	–	0.26%	32
2019 Q3	$729K	Hold	4,925	–	–	0.32%	32
2019 Q2	$735K	Hold	4,925	–	–	0.32%	31
2019 Q1	$703K	Buy	4,925 +3,000	+156%	+$428K	0.31%	32
2018 Q4	$230K	Hold	1,925	–	–	0.11%	62
2018 Q3	$274K	Hold	1,925	–	–	0.12%	61
2018 Q2	$259K	Buy	1,925 +75	+4%	+$10.1K	0.12%	60
2018 Q1	$240K	Hold	1,850	–	–	0.12%	63
2017 Q4	$236K	Hold	1,850	–	–	0.11%	63
2017 Q3	$225K	Hold	1,850	–	–	0.11%	61
2017 Q2	$218K	Hold	1,850	–	–	0.12%	64
2017 Q1	$209K	Buy	+1,850	New	+$209K	0.12%	64
2015 Q3	–	Sell	-1,925	Closed	-$205K	–	58
2015 Q2	$205K	Buy	1,925 +75	+4%	+$7.99K	0.15%	52
2015 Q1	$200K	Buy	+1,850	New	+$200K	0.16%	52