LifePlan Investment Advisors’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 | $3.83M | Sell |
13,479
-144
| -1% | -$41K | 1.9% | 19 |
|
|
2025
Q1 | $3.33M | Sell |
13,623
-506
| -4% | -$124K | 1.92% | 19 |
|
|
2024
Q4 | $3.59M | Sell |
14,129
-694
| -5% | -$176K | 2.22% | 15 |
|
|
2024
Q3 | $3.61M | Buy |
14,823
+740
| +5% | +$180K | 2.31% | 14 |
|
|
2024
Q2 | $3.23M | Buy |
14,083
+511
| +4% | +$117K | 2.33% | 15 |
|
|
2024
Q1 | $3.2M | Buy |
13,572
+5,718
| +73% | +$1.35M | 2.55% | 13 |
|
|
2023
Q4 | $1.72M | Buy |
7,854
+15
| +0.2% | +$3.29K | 1.58% | 20 |
|
|
2023
Q3 | $1.53M | Sell |
7,839
-107
| -1% | -$20.8K | 1.62% | 21 |
|
|
2023
Q2 | $1.64M | Buy |
+7,946
| New | +$1.64M | 1.83% | 21 |
|