Segment Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Segment Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Sell
2025 Q1	$986K	Sell
2024 Q4	$1.87M	Sell
2024 Q3	$1.98M	Sell
2024 Q2	$1.91M	Hold
2024 Q1	$1.96M	Sell
2023 Q4	$2.26M	Buy
2018 Q4	–	Sell
2018 Q3	$285K	Buy