Waterfront Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$806K Buy
2,835
+4
+0.1% +$1.14K 0.18% 157
2025
Q1
$693K Hold
2,831
0.17% 167
2024
Q4
$718K Hold
2,831
0.18% 160
2024
Q3
$707K Hold
2,831
0.17% 162
2024
Q2
$650K Hold
2,831
0.18% 159
2024
Q1
$638K Hold
2,831
0.18% 158
2023
Q4
$622K Hold
2,831
0.18% 154
2023
Q3
$531K Hold
2,831
0.17% 156
2023
Q2
$602K Buy
+2,831
New +$602K 0.18% 155