Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-5,424	Closed	-$1.59M	–	1305
2025 Q3	$1.59M	Sell	5,424 -230	-4%	-$66.4K	0.01%	721
2025 Q2	$1.61M	Sell	5,654 -645	-10%	-$166K	0.01%	692
2025 Q1	$1.54M	Sell	6,299 -458	-7%	-$119K	0.01%	630
2024 Q4	$1.71M	Buy	6,757 +1,314	+24%	+$338K	0.01%	603
2024 Q3	$1.33M	Buy	5,443 +1,179	+28%	+$275K	0.01%	563
2024 Q2	$979K	Sell	4,264 -3,302	-44%	-$757K	0.01%	540
2024 Q1	$1.78M	Sell	7,566 -4,260	-36%	-$954K	0.02%	313
2023 Q4	$2.6M	Sell	11,826 -2,335	-16%	-$467K	0.04%	217
2023 Q3	$2.76M	Sell	14,161 -721	-5%	-$147K	0.05%	203
2023 Q2	$3.06M	Sell	14,882 -3,187	-18%	-$618K	0.05%	205
2023 Q1	$3.52M	Sell	18,069 -5,175	-22%	-$991K	0.06%	190
2022 Q4	$4.18M	Buy	23,244 +1,742	+8%	+$316K	0.08%	180
2022 Q3	$3.67M	Buy	21,502 +15,840	+280%	+$3M	0.09%	177
2022 Q2	$993K	Buy	+5,662	New	+$1.1M	0.02%	287