Schneider Downs Wealth Management Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $261K | Buy |
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