SWM
Sagace Wealth Management’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 | $5.25M | Buy |
18,477
+10,452
| +130% | +$2.97M | 3.93% | 6 |
|
|
2025
Q1 | $1.96M | Buy |
8,025
+86
| +1% | +$21K | 1.48% | 29 |
|
|
2024
Q4 | $2.01M | Buy |
7,939
+1,239
| +18% | +$314K | 1.51% | 24 |
|
|
2024
Q3 | $1.69M | Buy |
6,700
+1,411
| +27% | +$355K | 1.3% | 27 |
|
|
2024
Q2 | $1.24M | Buy |
+5,289
| New | +$1.24M | 1.22% | 30 |
|