Plante Moran Financial Advisors’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	$1.56M	Sell	6,061 -3,765	-38%	-$1.03M	0.1%	29
2025 Q4	$2.74M	Buy	9,826 +3,270	+50%	+$936K	0.17%	22
2025 Q3	$1.93M	Sell	6,556 -231	-3%	-$66.6K	0.12%	26
2025 Q2	$1.93M	Buy	6,787 +5,038	+288%	+$1.3M	0.14%	26
2025 Q1	$428K	Sell	1,749 -155	-8%	-$40.3K	0.04%	96
2024 Q4	$483K	Hold	1,904	–	–	0.04%	90
2024 Q3	$464K	Hold	1,904	–	–	0.04%	87
2024 Q2	$437K	Sell	1,904 -27	-1%	-$6.19K	0.04%	88
2024 Q1	$455K	Sell	1,931 -2,377	-55%	-$533K	0.05%	88
2023 Q4	$946K	Buy	4,308 +2,375	+123%	+$475K	0.1%	51
2023 Q3	$377K	Buy	1,933 +59	+3%	+$12K	0.05%	96
2023 Q2	$386K	Hold	1,874	–	–	0.05%	95
2023 Q1	$365K	Buy	1,874 +247	+15%	+$47.3K	0.05%	98
2022 Q4	$292K	Buy	1,627 +900	+124%	+$163K	0.04%	119
2022 Q3	$124K	Hold	727	–	–	0.02%	185
2022 Q2	$128K	Hold	727	–	–	0.02%	192
2022 Q1	$162K	Sell	727 -480	-40%	-$106K	0.03%	180
2021 Q4	$307K	Buy	1,207 +480	+66%	+$121K	0.05%	135
2021 Q3	$172K	Hold	727	–	–	0.04%	208
2021 Q2	$172K	Hold	727	–	–	0.04%	194
2021 Q1	$156K	Sell	727 -450	-38%	-$97.6K	0.04%	197
2020 Q4	$250K	Buy	1,177 +620	+111%	+$122K	0.08%	139
2020 Q3	$100K	Sell	557 -69	-11%	-$12.2K	0.04%	236
2020 Q2	$103K	Hold	626	–	–	0.04%	204
2020 Q1	$79K	Hold	626	–	–	0.04%	213
2019 Q4	$99K	Hold	626	–	–	0.03%	230
2019 Q3	$93K	Hold	626	–	–	0.03%	247
2019 Q2	$93K	Hold	626	–	–	0.03%	230
2019 Q1	$89K	Buy	626 +606	+3,030%	+$81.5K	0.03%	235
2018 Q4	$2K	Buy	+20	New	+$2.57K	﹤0.01%	754