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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,287	Closed	-$834K	–	122
2024 Q4	$834K	Hold	3,287	–	–	0.12%	50
2024 Q3	$800K	Hold	3,287	–	–	0.11%	48
2024 Q2	$755K	Hold	3,287	–	–	0.11%	51
2024 Q1	$775K	Hold	3,287	–	–	0.13%	49
2023 Q4	$722K	Hold	3,287	–	–	0.1%	50
2023 Q3	$640K	Hold	3,287	–	–	0.11%	51
2023 Q2	$676K	Hold	3,287	–	–	0.12%	49
2023 Q1	$641K	Hold	3,287	–	–	0.11%	44
2022 Q4	$591K	Hold	3,287	–	–	0.11%	45
2022 Q3	$561K	Hold	3,287	–	–	0.12%	52
2022 Q2	$576K	Hold	3,287	–	–	0.09%	48
2022 Q1	$732K	Hold	3,287	–	–	0.1%	44
2021 Q4	$837K	Hold	3,287	–	–	0.1%	44
2021 Q3	$777K	Hold	3,287	–	–	0.47%	33
2021 Q2	$777K	Hold	3,287	–	–	0.46%	33
2021 Q1	$705K	Hold	3,287	–	–	0.4%	38
2020 Q4	$697K	Sell	3,287 -648	-16%	-$137K	0.4%	36
2020 Q3	$709K	Hold	3,935	–	–	0.43%	36
2020 Q2	$650K	Hold	3,935	–	–	0.4%	38
2020 Q1	$499K	Hold	3,935	–	–	0.33%	41
2019 Q4	$625K	Sell	3,935 -140	-3%	-$22.2K	0.21%	42
2019 Q3	$604K	Hold	4,075	–	–	0.25%	46
2019 Q2	$608K	Hold	4,075	–	–	0.24%	49
2019 Q1	$582K	Buy	+4,075	New	+$582K	0.22%	55