Lloyd Advisory Services’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	–	Sell	-4	Closed	-$1.16K	–	1053
2025 Q4	$1.16K	Buy	+4	New	+$1.15K	﹤0.01%	475
2025 Q1	–	Sell	-5,729	Closed	-$1.45M	–	119
2024 Q4	$1.45M	Buy	+5,729	New	+$1.47M	0.69%	35
2022 Q2	–	Sell	-4	Closed	-$1K	–	571
2022 Q1	$1K	Sell	4 -10	-71%	-$2.21K	﹤0.01%	586
2021 Q4	$4K	Sell	14 -93	-87%	-$23.4K	﹤0.01%	361
2021 Q3	$25K	Sell	107 -12,114	-99%	-$2.93M	0.01%	233
2021 Q2	$2.89M	Buy	12,221 +3	+0%	+$673	1.46%	20
2021 Q1	$2.62M	Buy	12,218 +536	+5%	+$116K	1.43%	20
2020 Q4	$2.48M	Buy	+11,682	New	+$2.3M	1.35%	13
2020 Q3	–	Sell	-68	Closed	-$11K	–	399
2020 Q2	$11K	Buy	+68	New	+$10.3K	0.01%	179