Partners in Financial Planning’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
$392K Hold
1,378
0.07% 83
2025
Q1
$337K Buy
1,378
+2
+0.1% +$489 0.07% 81
2024
Q4
$349K Buy
1,376
+1
+0.1% +$254 0.07% 78
2024
Q3
$335K Sell
1,375
-28
-2% -$6.82K 0.07% 83
2024
Q2
$322K Sell
1,403
-89
-6% -$20.4K 0.07% 84
2024
Q1
$352K Hold
1,492
0.08% 76
2023
Q4
$328K Buy
1,492
+1
+0.1% +$220 0.08% 78
2023
Q3
$290K Buy
1,491
+1
+0.1% +$195 0.07% 80
2023
Q2
$307K Buy
1,490
+1
+0.1% +$206 0.08% 77
2023
Q1
$290K Buy
1,489
+2
+0.1% +$390 0.08% 75
2022
Q4
$265K Buy
1,487
+2
+0.1% +$356 0.07% 80
2022
Q3
$276K Sell
1,485
-67
-4% -$12.5K 0.08% 77
2022
Q2
$305K Sell
1,552
-9
-0.6% -$1.77K 0.1% 77
2022
Q1
$319K Buy
1,561
+2
+0.1% +$409 0.1% 68
2021
Q4
$344K Buy
1,559
+1
+0.1% +$221 0.11% 66
2021
Q3
$368K Buy
1,558
+71
+5% +$16.8K 0.11% 62
2021
Q2
$352K Buy
+1,487
New +$352K 0.11% 63