RIS
Retirement Income 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 | $577K | Hold |
2,030
| – | – | 0.11% | 78 |
|
|
2025
Q1 | $497K | Hold |
2,030
| – | – | 0.1% | 74 |
|
|
2024
Q4 | $515K | Sell |
2,030
-114
| -5% | -$28.9K | 0.1% | 72 |
|
|
2024
Q3 | $522K | Hold |
2,144
| – | – | 0.12% | 70 |
|
|
2024
Q2 | $492K | Hold |
2,144
| – | – | 0.12% | 72 |
|
|
2024
Q1 | $506K | Buy |
+2,144
| New | +$506K | 0.11% | 77 |
|
|
2022
Q4 | – | Sell |
-1,376
| Closed | -$237K | – | 127 |
|
|
2022
Q3 | $237K | Hold |
1,376
| – | – | 0.09% | 99 |
|
|
2022
Q2 | $241K | Buy |
+1,376
| New | +$241K | 0.09% | 95 |
|