Ascent Group’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 | $4.3M | Sell |
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|
2025
Q2 | $4.13M | Sell |
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|
2025
Q1 | $3.85M | Buy |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $485K | Sell |
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|
2022
Q2 | $585K | Buy |
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|
2022
Q1 | $615K | Buy |
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|
2021
Q4 | $518K | Buy |
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