Base Wealth Management LLC’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
$2.09M Buy
7,345
+947
+15% +$269K 1.34% 20
2025
Q1
$1.57M Buy
+6,398
New +$1.57M 1.19% 20