Patten Group’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
2026 Q1	$237K	Sell	920 -380	-29%	-$104K	0.04%	278
2025 Q4	$363K	Sell	1,300 -210	-14%	-$60.1K	0.07%	239
2025 Q3	$444K	Buy	1,510 +399	+36%	+$115K	0.09%	199
2025 Q2	$316K	Buy	+1,111	New	+$286K	0.07%	229
2019 Q1	–	Sell	-834	Closed	-$100K	–	531
2018 Q4	$100K	Sell	834 -514	-38%	-$66K	0.05%	216
2018 Q3	$192K	Buy	1,348 +63	+5%	+$8.82K	0.07%	198
2018 Q2	$173K	Buy	1,285 +71	+6%	+$9.43K	0.07%	200
2018 Q1	$157K	Hold	1,214	–	–	0.06%	208
2017 Q4	$155K	Buy	1,214 +7	+0.6%	+$878	0.06%	211
2017 Q3	$147K	Sell	1,207 -110	-8%	-$13.1K	0.06%	219
2017 Q2	$156K	Buy	1,317 +411	+45%	+$47.8K	0.06%	218
2017 Q1	$102K	Hold	906	–	–	0.04%	242
2016 Q4	$100K	Buy	906 +476	+111%	+$49.9K	0.04%	245
2016 Q3	$44.5K	Buy	430 +173	+67%	+$18.3K	0.02%	330
2016 Q2	$26.2K	Sell	257 -38	-13%	-$3.84K	0.01%	380
2016 Q1	$29.6K	Hold	295	–	–	0.01%	363
2015 Q4	$29.4K	Hold	295	–	–	0.01%	377
2015 Q3	$28.7K	Buy	295 +240	+436%	+$25K	0.01%	337
2015 Q2	$5.86K	Buy	+55	New	+$5.96K	﹤0.01%	495