Adero 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
Q1
$1.33M Sell
2024
Q4
$1.7M Sell
2024
Q3
$1.88M Sell
2024
Q2
$1.93M Sell
2024
Q1
$2.08M Hold
2023
Q4
$1.94M Sell
2023
Q3
$1.78M Sell
2023
Q2
$2.03M Hold
2023
Q1
$1.95M Sell
2022
Q4
$1.92M Buy
2022
Q3
$1.82M Buy
2022
Q2
Sell
2022
Q1
$305K Sell
2021
Q4
$370K Buy