Richardson Financial Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
1,144
-1,027
-47% -$291K 0.22% 111
2025
Q1
$531K Buy
2,171
+325
+18% +$79.5K 0.4% 70
2024
Q4
$471K Buy
1,846
+46
+3% +$11.7K 0.33% 83
2024
Q3
$413K Hold
1,800
0.26% 97
2024
Q2
$413K Buy
1,800
+1,342
+293% +$308K 0.3% 92
2024
Q1
$108K Buy
458
+28
+7% +$6.6K 0.08% 190
2023
Q4
$94.4K Buy
+430
New +$94.4K 0.08% 181