SWM
Segment 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 | $245K | Sell |
860
-3,170
| -79% | -$902K | 0.02% | 265 |
|
|
2025
Q1 | $986K | Sell |
4,030
-3,350
| -45% | -$820K | 0.07% | 152 |
|
|
2024
Q4 | $1.87M | Sell |
7,380
-745
| -9% | -$189K | 0.13% | 101 |
|
|
2024
Q3 | $1.98M | Sell |
8,125
-200
| -2% | -$48.7K | 0.14% | 98 |
|
|
2024
Q2 | $1.91M | Hold |
8,325
| – | – | 0.14% | 103 |
|
|
2024
Q1 | $1.96M | Sell |
8,325
-1,990
| -19% | -$469K | 0.15% | 96 |
|
|
2023
Q4 | $2.26M | Buy |
+10,315
| New | +$2.26M | 0.2% | 86 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$285K | – | 221 |
|
|
2018
Q3 | $285K | Buy |
+2,000
| New | +$285K | 0.06% | 172 |
|