Vertex Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $519K | Hold |
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|
2025
Q2 | $502K | Sell |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $511K | Hold |
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|
2024
Q3 | $490K | Hold |
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|
2024
Q2 | $462K | Hold |
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|
2024
Q1 | $475K | Sell |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $253K | Buy |
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