Safeguard Financial’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
Q1
$1.7M Sell
6,968
-520
-7% -$127K 0.37% 27
2024
Q4
$1.9M Sell
7,488
-1,942
-21% -$493K 0.41% 25
2024
Q3
$2.3M Sell
9,430
-730
-7% -$178K 0.54% 18
2024
Q2
$2.33M Buy
10,160
+477
+5% +$109K 0.65% 16
2024
Q1
$2.28M Buy
9,683
+512
+6% +$121K 0.74% 15
2023
Q4
$2.01M Buy
9,171
+2,260
+33% +$496K 0.76% 16
2023
Q3
$1.35M Buy
6,911
+1,277
+23% +$249K 0.65% 20
2023
Q2
$1.16M Buy
5,634
+1,201
+27% +$247K 0.56% 22
2023
Q1
$864K Sell
4,433
-233
-5% -$45.4K 0.52% 28
2022
Q4
$839K Sell
4,666
-986
-17% -$177K 0.6% 29
2022
Q3
$964K Buy
5,652
+969
+21% +$165K 0.89% 21
2022
Q2
$821K Buy
4,683
+2,791
+148% +$489K 0.98% 21
2022
Q1
$422K Buy
+1,892
New +$422K 0.63% 30