Balanced Wealth Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Balanced Wealth Group’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 Q3	$242K	Sell
2025 Q2	$260K	Sell
2025 Q1	$366K	Sell
2024 Q4	$435K	Sell
2024 Q3	$474K	Sell
2024 Q2	$569K	Sell
2024 Q1	$764K	Sell
2023 Q4	$1.36M	Buy