Annex Advisory Services’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
$619K Sell
2025
Q2
$676K Sell
2025
Q1
$837K Buy
2024
Q4
$855K Buy
2024
Q3
$612K Sell
2024
Q2
$620K Buy
2024
Q1
$578K Buy