Strategic Investment 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
2026 Q1	$15.4M	Buy	59,617 +12,069	+25%	+$3.31M	1.06%	23
2025 Q4	$13.3M	Buy	47,548 +2,278	+5%	+$652K	1.15%	23
2025 Q3	$13.4M	Sell	45,270 -6,021	-12%	-$1.74M	1.2%	22
2025 Q2	$14.6M	Buy	51,291 +4,353	+9%	+$1.12M	1.42%	20
2025 Q1	$11.5M	Buy	46,938 +4,320	+10%	+$1.12M	1.22%	26
2024 Q4	$10.8M	Buy	42,618 +2,937	+7%	+$756K	1.15%	28
2024 Q3	$9.66M	Buy	39,681 +1,901	+5%	+$443K	1.06%	28
2024 Q2	$8.67M	Buy	37,780 +1,376	+4%	+$316K	1.06%	26
2024 Q1	$8.58M	Sell	36,404 -58	-0.2%	-$13K	1.1%	25
2023 Q4	$8.01M	Buy	36,462 +592	+2%	+$118K	1.16%	25
2023 Q3	$6.99M	Sell	35,870 -36,178	-50%	-$7.39M	1.15%	21
2023 Q2	$14.8M	Buy	72,048 +37,038	+106%	+$7.18M	2.06%	12
2023 Q1	$6.82M	Buy	35,010 +3,137	+10%	+$601K	1.23%	19
2022 Q4	$5.73M	Buy	31,873 +5,715	+22%	+$1.04M	1.19%	21
2022 Q3	$4.46M	Buy	26,158 +5,683	+28%	+$1.08M	1.01%	23
2022 Q2	$3.59M	Buy	20,475 +1,003	+5%	+$194K	0.72%	26
2022 Q1	$4.34M	Buy	19,472 +512	+3%	+$113K	0.82%	26
2021 Q4	$4.83M	Buy	18,960 +56	+0.3%	+$14.1K	0.93%	25
2021 Q3	$4.47M	Buy	18,904 +432	+2%	+$105K	0.98%	26
2021 Q2	$4.37M	Buy	18,472 +476	+3%	+$107K	1%	26
2021 Q1	$3.86M	Buy	17,996 +306	+2%	+$66.4K	1%	29
2020 Q4	$3.75M	Buy	17,690 +12,692	+254%	+$2.5M	1.08%	26
2020 Q3	$901K	Buy	4,998 +587	+13%	+$104K	0.3%	65
2020 Q2	$728K	Buy	4,411 +27	+0.6%	+$4.08K	0.27%	70
2020 Q1	$555K	Buy	4,384 +821	+23%	+$125K	0.25%	73
2019 Q4	$566K	Buy	3,563 +1,169	+49%	+$178K	0.23%	73
2019 Q3	$355K	Buy	2,394 +584	+32%	+$87.5K	0.17%	91
2019 Q2	$274K	Buy	+1,810	New	+$264K	0.15%	107