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Trellis Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Trellis Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,628
Closed -$317K – 77
2023
Q3 		$317K Hold
1,628
– – 0.14% 59
2023
Q2 		$335K Hold
1,628
– – 0.15% 61
2023
Q1 		$317K Hold
1,628
– – 0.15% 63
2022
Q4 		$293K Buy
+1,628
New +$293K 0.15% 66