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

Robinswood Financial’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	$17.8K	Hold	58	–	–	0.01%	246
2026 Q1	$15K	Hold	58	–	–	﹤0.01%	255
2025 Q4	$16.2K	Hold	58	–	–	0.01%	235
2025 Q3	$17.1K	Sell	58 -23	-28%	-$6.63K	0.01%	225
2025 Q2	$23K	Hold	81	–	–	0.01%	202
2025 Q1	$19.8K	Buy	81 +34	+72%	+$8.84K	0.01%	201
2024 Q4	$11.9K	Hold	47	–	–	﹤0.01%	187
2024 Q3	$11.4K	Hold	47	–	–	﹤0.01%	199
2024 Q2	$10.8K	Buy	47 +33	+236%	+$7.57K	﹤0.01%	205
2024 Q1	$3.28K	Sell	14 -46	-77%	-$10.3K	﹤0.01%	204
2023 Q4	$13.2K	Hold	60	–	–	0.01%	137
2023 Q3	$11.7K	Sell	60 -27	-31%	-$5.51K	0.01%	139
2023 Q2	$17.9K	Buy	+87	New	+$16.9K	0.01%	119

Other funds holding VOT

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return