PS
Planned Solutions’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 | $226K | Buy |
+793
| New | +$226K | 0.09% | 110 |
|
|
2025
Q1 | – | Sell |
-793
| Closed | -$201K | – | 119 |
|
|
2024
Q4 | $201K | Hold |
793
| – | – | 0.08% | 108 |
|
|
2024
Q3 | $193K | Buy |
+793
| New | +$193K | 0.08% | 116 |
|
|
2024
Q1 | – | Sell |
-793
| Closed | -$174K | – | 541 |
|
|
2023
Q4 | $174K | Buy |
+793
| New | +$174K | 0.08% | 104 |
|
|
2022
Q1 | – | Sell |
-793
| Closed | -$202K | – | 80 |
|
|
2021
Q4 | $202K | Buy |
+793
| New | +$202K | 0.14% | 76 |
|
|
2021
Q1 | – | Sell |
-793
| Closed | -$168K | – | 399 |
|
|
2020
Q4 | $168K | Hold |
793
| – | – | 0.13% | 63 |
|
|
2020
Q3 | $143K | Buy |
+793
| New | +$143K | 0.14% | 64 |
|