Legacy Capital Wealth Partners’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
$592K Hold
2,083
0.13% 162
2025
Q1
$510K Buy
2,083
+36
+2% +$8.81K 0.13% 179
2024
Q4
$519K Hold
2,047
0.13% 171
2024
Q3
$498K Hold
2,047
0.1% 199
2024
Q2
$470K Buy
+2,047
New +$470K 0.12% 172
2024
Q1
Sell
-3,227
Closed -$709K 343
2023
Q4
$709K Hold
3,227
0.2% 106
2023
Q3
$629K Buy
+3,227
New +$629K 0.17% 122