Acorn Wealth Advisors’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
Q3 | $541K | Sell |
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|
2025
Q2 | $537K | Buy |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $470K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $568K | Sell |
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|
2021
Q4 | $627K | Buy |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $558K | Buy |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $219K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $207K | Buy |
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|
2018
Q1 | $193K | Buy |
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|
2017
Q4 | $193K | Buy |
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