Morton Brown Family Wealth’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
Q3 | $516K | Hold |
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|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $594K | Sell |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $560K | Hold |
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|
2022
Q4 | $517K | Sell |
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|
2022
Q3 | $538K | Buy |
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