Secure Asset 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 | $461K | Sell |
1,622
-114
| -7% | -$32.4K | 0.09% | 195 |
|
2025
Q1 | $425K | Buy |
+1,736
| New | +$425K | 0.09% | 190 |
|
2024
Q2 | – | Sell |
-2,628
| Closed | -$620K | – | 301 |
|
2024
Q1 | $620K | Buy |
+2,628
| New | +$620K | 0.15% | 119 |
|
2023
Q2 | – | Sell |
-1,149
| Closed | -$224K | – | 205 |
|
2023
Q1 | $224K | Buy |
+1,149
| New | +$224K | 0.07% | 170 |
|