SAM
Synergy 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 | $256K | Sell |
900
-212
| -19% | -$60.3K | 0.03% | 163 |
|
|
2025
Q1 | $272K | Sell |
1,112
-1,112
| -50% | -$272K | 0.03% | 150 |
|
|
2024
Q4 | $554K | Buy |
2,224
+1,112
| +100% | +$277K | 0.04% | 149 |
|
|
2024
Q3 | $271K | Sell |
1,112
-73
| -6% | -$17.8K | 0.04% | 120 |
|
|
2024
Q2 | $272K | Buy |
1,185
+285
| +32% | +$65.4K | 0.04% | 111 |
|
|
2024
Q1 | $212K | Buy |
+900
| New | +$212K | 0.04% | 119 |
|