Ballast 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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $34.1K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $6.07K | Hold |
|
|||||
|
2024
Q2 | $5.57K | Sell |
|
|||||
|
2024
Q1 | $23.7K | Sell |
|
|||||
|
2023
Q4 | $34.2K | Hold |
|
|||||
|
2023
Q3 | $30.6K | Sell |
|
|||||
|
2023
Q2 | $39.8K | Hold |
|
|||||
|
2023
Q1 | $38.2K | Hold |
|
|||||
|
2022
Q4 | $36.9K | Hold |
|
|||||
|
2022
Q3 | $34K | Hold |
|
|||||
|
2022
Q2 | $36K | Hold |
|
|||||
|
2022
Q1 | $43K | Hold |
|
|||||
|
2021
Q4 | $46K | Hold |
|
|||||
|
2021
Q3 | $43K | Hold |
|
|||||
|
2021
Q2 | $43K | Hold |
|
|||||
|
2021
Q1 | $40K | Hold |
|
|||||
|
2020
Q4 | $37K | Hold |
|
|||||
|
2020
Q3 | $32K | Hold |
|
|||||
|
2020
Q2 | $30K | Hold |
|
|||||
|
2020
Q1 | $24K | Sell |
|
|||||
|
2019
Q4 | $50K | Buy |
|