Alta 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 | $406K | Buy |
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|
2025
Q2 | $386K | Hold |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $940K | Buy |
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|
2022
Q2 | $980K | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.27M | Sell |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $955K | Buy |
|