McClarren Financial Advisors’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
2025 Q2	–	Sell	-1,345	Closed	-$170K	–	293
2025 Q1	$170K	Buy	+1,345	New	+$350K	0.11%	76
2024 Q4	–	Sell	-1,339	Closed	-$10	–	314
2024 Q3	$10	Buy	1,339 +651	+95%	+$152K	﹤0.01%	188
2024 Q2	$149K	Buy	688 +38	+6%	+$8.71K	0.1%	84
2024 Q1	$154K	Buy	650 +2	+0.3%	+$448	0.11%	82
2023 Q4	$142K	Buy	648 +2	+0.3%	+$400	0.11%	87
2023 Q3	$125K	Sell	646 -18	-3%	-$3.67K	0.11%	89
2023 Q2	$136K	Buy	664 +2	+0.3%	+$388	0.11%	86
2023 Q1	$127K	Hold	662	–	–	0.12%	86
2022 Q4	$119K	Buy	662 +2	+0.3%	+$362	0.11%	92
2022 Q3	$112K	Buy	+660	New	+$125K	0.11%	85
2022 Q2	–	Sell	-658	Closed	-$146K	–	276
2022 Q1	$146K	Sell	658 -2	-0.3%	-$441	0.11%	71
2021 Q4	$168K	Buy	660 +4	+0.6%	+$1.01K	0.11%	71
2021 Q3	$155K	Buy	656 +637	+3,353%	+$154K	0.12%	64
2021 Q2	$4K	Hold	19	–	–	﹤0.01%	260
2021 Q1	$4K	Hold	19	–	–	﹤0.01%	225
2020 Q4	$4K	Buy	+19	New	+$3.74K	﹤0.01%	192