Alera Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.56M | Hold |
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|
2024
Q2 | $3.26M | Sell |
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|
2024
Q1 | $3.38M | Buy |
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|
2023
Q4 | $3.14M | Hold |
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|
2023
Q3 | $2.81M | Sell |
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|
2023
Q2 | $3.1M | Buy |
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|
2023
Q1 | $2.97M | Sell |
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|
2022
Q4 | $2.94M | Sell |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.72M | Sell |
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|
2022
Q1 | $3.32M | Buy |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $3.3M | Sell |
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|
2021
Q2 | $3.3M | Sell |
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|
2021
Q1 | $3.08M | Buy |
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|
2020
Q4 | $2.88M | Buy |
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|
2020
Q3 | $2.45M | Sell |
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|
2020
Q2 | $2.3M | Hold |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $2.58M | Sell |
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|
2019
Q3 | $2.59M | Sell |
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|
2019
Q2 | $2.59M | Sell |
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|
2019
Q1 | $2.52M | Sell |
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|
2018
Q4 | $2.24M | Buy |
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