Relaxing Retirement Coach’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
2023 Q2	$1.26M	Sell	6,102 -423	-6%	-$82K	0.38%	31
2023 Q1	$1.27M	Sell	6,525 -49	-0.7%	-$9.38K	0.42%	30
2022 Q4	$1.18M	Buy	6,574 +1	+0%	+$181	0.44%	32
2022 Q3	$1.12M	Sell	6,573 -4	-0.1%	-$757	0.53%	27
2022 Q2	$1.15M	Buy	6,577 +1	+0%	+$194	0.58%	30
2022 Q1	$1.47M	Sell	6,576 -615	-9%	-$136K	0.75%	27
2021 Q4	$1.83M	Buy	7,191 +1	+0%	+$252	1.05%	23
2021 Q3	$1.7M	Hold	7,190	–	–	1.39%	22
2021 Q2	$1.7M	Sell	7,190 -255	-3%	-$57.2K	1.44%	22
2021 Q1	$1.6M	Sell	7,445 -52	-0.7%	-$11.3K	1.82%	19
2020 Q4	$1.59M	Sell	7,497 -242	-3%	-$47.7K	1.74%	21
2020 Q3	$1.4M	Sell	7,739 -126	-2%	-$22.2K	0.61%	36
2020 Q2	$1.3M	Sell	7,865 -975	-11%	-$147K	0.91%	34
2020 Q1	$1.12M	Sell	8,840 -47	-0.5%	-$7.14K	0.69%	35
2019 Q4	$1.41M	Sell	8,887 -33	-0.4%	-$5.04K	0.41%	35
2019 Q3	$1.32M	Sell	8,920 -1,320	-13%	-$198K	0.41%	35
2019 Q2	$1.53M	Sell	10,240 -274	-3%	-$40K	0.47%	35
2019 Q1	$1.5M	Sell	10,514 -2,053	-16%	-$276K	0.47%	35
2018 Q4	$1.51M	Sell	12,567 -877	-7%	-$113K	0.51%	34
2018 Q3	$1.92M	Sell	13,444 -437	-3%	-$61.2K	0.57%	34
2018 Q2	$1.87M	Sell	13,881 -7,966	-36%	-$1.06M	0.58%	34
2018 Q1	$2.83M	Sell	21,847 -10,166	-32%	-$1.34M	0.89%	33
2017 Q4	$4.09M	Buy	+32,013	New	+$4.02M	1.33%	29