Annis Gardner Whiting Capital 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
$515K Buy
2025
Q1
$472K Hold
2024
Q4
$483K Sell
2024
Q3
$484K Buy
2024
Q2
$230K Hold
2024
Q1
$237K Buy
2023
Q4
$114K Buy
2023
Q3
$35.6K Buy