WAM
Weinberger 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 | $2.59M | Sell |
9,098
-78
| -0.9% | -$22.2K | 1% | 25 |
|
|
2025
Q1 | $2.24M | Sell |
9,176
-483
| -5% | -$118K | 0.96% | 29 |
|
|
2024
Q4 | $2.45M | Sell |
9,659
-395
| -4% | -$100K | 1.02% | 27 |
|
|
2024
Q3 | $2.45M | Sell |
10,054
-92
| -0.9% | -$22.4K | 1.04% | 27 |
|
|
2024
Q2 | $2.33M | Sell |
10,146
-892
| -8% | -$205K | 1.1% | 24 |
|
|
2024
Q1 | $2.6M | Sell |
11,038
-1,239
| -10% | -$292K | 1.26% | 21 |
|
|
2023
Q4 | $2.7M | Sell |
12,277
-901
| -7% | -$198K | 1.39% | 20 |
|
|
2023
Q3 | $2.57M | Sell |
13,178
-519
| -4% | -$101K | 1.46% | 19 |
|
|
2023
Q2 | $2.82M | Sell |
13,697
-1,759
| -11% | -$362K | 1.55% | 18 |
|
|
2023
Q1 | $3.01M | Sell |
15,456
-778
| -5% | -$152K | 1.75% | 16 |
|
|
2022
Q4 | $2.92M | Sell |
16,234
-3,463
| -18% | -$623K | 1.79% | 16 |
|
|
2022
Q3 | $3.36M | Buy |
19,697
+1,115
| +6% | +$190K | 2.32% | 10 |
|
|
2022
Q2 | $3.26M | Buy |
18,582
+6,862
| +59% | +$1.2M | 2.15% | 13 |
|
|
2022
Q1 | $2.61M | Buy |
11,720
+1,471
| +14% | +$328K | 2.23% | 15 |
|
|
2021
Q4 | $2.61M | Buy |
+10,249
| New | +$2.61M | 2.13% | 15 |
|