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

WR Wealth Planners’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$571K	Hold
2024 Q3	$548K	Sell
2024 Q2	$545K	Sell
2024 Q1	$606K	Sell
2023 Q4	$599K	Buy
2023 Q3	$525K	Buy
2023 Q2	$531K	Buy
2023 Q1	$84.4K	Buy
2022 Q2	–	Sell
2022 Q1	$668	Buy