9258 Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.47M | Sell |
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|
2024
Q2 | $2.31M | Sell |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.51M | Sell |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $3.74M | Sell |
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|
2023
Q1 | $6.93M | Buy |
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|
2022
Q4 | $6.22M | Buy |
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|
2022
Q3 | $4.32M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $750K | Buy |
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|
2021
Q4 | $463K | Buy |
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|
2021
Q3 | $368K | Hold |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $285K | Sell |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $340K | Buy |
|