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VOT icon

Prosperity Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Prosperity Planning’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
2026
Q2 		$10.5M Buy
34,198
+833
+2% +$240K 2.4% 13
2026
Q1 		$8.59M Buy
33,365
+967
+3% +$265K 2.18% 16
2025
Q4 		$9.04M Buy
32,398
+102
+0.3% +$29.2K 2.37% 13
2025
Q3 		$9.49M Sell
32,296
-49
-0.2% -$14.1K 2.56% 11
2025
Q2 		$9.2M Buy
32,345
+794
+3% +$205K 2.65% 11
2025
Q1 		$7.72M Buy
31,551
+227
+0.7% +$59K 2.42% 13
2024
Q4 		$7.95M Sell
31,324
-742
-2% -$191K 2.55% 12
2024
Q3 		$7.81M Buy
32,066
+324
+1% +$75.5K 2.47% 12
2024
Q2 		$7.29M Buy
31,742
+374
+1% +$85.8K 2.49% 12
2024
Q1 		$7.4M Buy
31,368
+969
+3% +$217K 2.56% 12
2023
Q4 		$6.67M Buy
30,399
+917
+3% +$183K 2.5% 12
2023
Q3 		$5.74M Buy
29,482
+963
+3% +$197K 2.4% 12
2023
Q2 		$5.87M Buy
28,519
+1,472
+5% +$285K 2.42% 12
2023
Q1 		$5.27M Buy
27,047
+1,600
+6% +$306K 2.3% 12
2022
Q4 		$4.72M Hold
25,447
– – 2.33% 12
2022
Q3 		$4.34M Buy
25,447
+7,229
+40% +$1.37M 2.27% 12
2022
Q2 		$4.26M Buy
+18,218
New +$3.53M 2.18% 13
2022
Q1 		– Hold
0
– – – 12
2021
Q4 		– Hold
0
– – – 12
2021
Q3 		– Hold
0
– – – 12
2021
Q2 		– Sell
-15,846
Closed -$3.55M – 12
2021
Q1 		$3.4M Buy
15,846
+1,546
+11% +$335K 2.41% 12
2020
Q4 		$3.03M Buy
+14,300
New +$2.82M 2.57% 12

Other funds holding VOT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return