Lake Street Private Wealth’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
2026 Q1	$381K	Buy	1,479 +1	+0.1%	+$274	0.05%	190
2025 Q4	$413K	Hold	1,478	–	–	0.05%	196
2025 Q3	$434K	Buy	1,478 +26	+2%	+$7.5K	0.06%	186
2025 Q2	$413K	Hold	1,452	–	–	0.06%	181
2025 Q1	$355K	Hold	1,452	–	–	0.06%	182
2024 Q4	$368K	Hold	1,452	–	–	0.06%	176
2024 Q3	$353K	Buy	1,452 +1	+0.1%	+$233	0.06%	198
2024 Q2	$333K	Hold	1,451	–	–	0.04%	253
2024 Q1	$342K	Hold	1,451	–	–	0.05%	247
2023 Q4	$319K	Hold	1,451	–	–	0.05%	250
2023 Q3	$283K	Hold	1,451	–	–	0.05%	230
2023 Q2	$299K	Buy	1,451 +1	+0.1%	+$194	0.05%	229
2023 Q1	$283K	Hold	1,450	–	–	0.05%	236
2022 Q4	$261K	Buy	1,450 +1	+0.1%	+$181	0.05%	235
2022 Q3	$247K	Hold	1,449	–	–	0.06%	237
2022 Q2	$254K	Buy	1,449 +527	+57%	+$102K	0.05%	249
2022 Q1	$205K	Hold	922	–	–	0.04%	299
2021 Q4	$235K	Hold	922	–	–	0.04%	291
2021 Q3	$218K	Sell	922 -9	-1%	-$2.18K	0.05%	213
2021 Q2	$220K	Buy	+931	New	+$209K	0.06%	195