Planned Solutions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Planned Solutions’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Buy
2025 Q1	–	Sell
2024 Q4	$201K	Hold
2024 Q3	$193K	Buy
2024 Q1	–	Sell
2023 Q4	$174K	Buy
2022 Q1	–	Sell
2021 Q4	$202K	Buy
2021 Q1	–	Sell
2020 Q4	$168K	Hold
2020 Q3	$143K	Buy