SWP
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Sagespring Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Sagespring Wealth Partners’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$907K Buy
3,188
+800
+34% +$228K 0.02% 303
2025
Q1 		$584K Buy
2,388
+152
+7% +$37.2K 0.01% 351
2024
Q4 		$567K Buy
+2,236
New +$567K 0.02% 319