NIWA
New Insight Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
1,069
-133
| -11% | -$37.8K | 0.13% | 87 |
|
|
2025
Q1 | $294K | Sell |
1,202
-120
| -9% | -$29.4K | 0.13% | 80 |
|
|
2024
Q4 | $335K | Buy |
1,322
+87
| +7% | +$22.1K | 0.17% | 67 |
|
|
2024
Q3 | $301K | Buy |
1,235
+101
| +9% | +$24.6K | 0.16% | 67 |
|
|
2024
Q2 | $260K | Buy |
1,134
+214
| +23% | +$49.1K | 0.15% | 66 |
|
|
2024
Q1 | $217K | Buy |
+920
| New | +$217K | 0.14% | 78 |
|