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LWM Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

LWM Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$337K Hold
1,184
– – 0.32% 18
2025
Q1 		$303K Buy
1,184
+199
+20% +$51K 0.31% 18
2024
Q4 		$250K Buy
+985
New +$250K 0.25% 21