PCS
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Private Client Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Private Client Services’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-899
Closed -$206K – 177
2024
Q2 		$206K Sell
899
-27
-3% -$6.2K 0.13% 133
2024
Q1 		$218K Sell
926
-16
-2% -$3.77K 0.15% 121
2023
Q4 		$207K Buy
+942
New +$207K 0.17% 130