Aletheian 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
Q2 | $390K | Hold |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $612K | Sell |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $616K | Hold |
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|
2023
Q3 | $551K | Buy |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $545K | Hold |
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|
2022
Q4 | $527K | Hold |
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|
2022
Q3 | $486K | Hold |
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|
2022
Q2 | $509K | Hold |
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|
2022
Q1 | $615K | Hold |
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|
2021
Q4 | $659K | Buy |
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