Appleton Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Appleton Partners’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.74M	Sell
2025 Q1	$1.61M	Sell
2024 Q4	$2.25M	Sell
2024 Q3	$2.78M	Sell
2024 Q2	$2.64M	Sell
2024 Q1	$2.75M	Buy
2023 Q4	$2.53M	Buy
2023 Q3	$2.24M	Sell
2023 Q2	$2.39M	Sell
2023 Q1	$2.3M	Sell
2022 Q4	$2.23M	Sell
2022 Q3	$2.06M	Buy
2022 Q2	$2.15M	Sell
2022 Q1	$2.6M	Hold
2021 Q4	$2.78M	Sell
2021 Q3	$2.68M	Buy
2021 Q2	$2.68M	Sell
2021 Q1	$2.51M	Sell
2020 Q4	$2.36M	Sell
2020 Q3	$2.05M	Sell
2020 Q2	$1.91M	Sell
2020 Q1	$1.54M	Sell
2019 Q4	$2.11M	Sell
2019 Q3	$2M	Buy
2019 Q2	$1.96M	Sell
2019 Q1	$1.89M	Sell
2018 Q4	$3.56M	Buy
2018 Q3	$1.93M	Sell
2018 Q2	$1.88M	Hold
2018 Q1	$1.84M	Buy
2017 Q4	$1.7M	Buy
2017 Q3	$1.6M	Sell
2017 Q2	$1.65M	Buy
2017 Q1	$1.61M	Buy