Lodestone Wealth Management’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
$368K Buy
1,295
+186
+17% +$52.9K 0.18% 115
2025
Q1
$271K Buy
1,109
+29
+3% +$7.09K 0.14% 127
2024
Q4
$274K Buy
1,080
+8
+0.7% +$2.03K 0.14% 123
2024
Q3
$261K Sell
1,072
-57
-5% -$13.9K 0.13% 124
2024
Q2
$259K Buy
+1,129
New +$259K 0.14% 131