Accretive Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $351K | Buy |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $243K | Hold |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $264K | Buy |
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