Baron Silver Stevens Financial 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 | $4.86M | Buy |
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|
2025
Q2 | $4.59M | Buy |
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|
2025
Q1 | $3.88M | Buy |
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|
2024
Q4 | $3.64M | Buy |
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|
2024
Q3 | $3.62M | Buy |
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|
2024
Q2 | $3.2M | Sell |
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|
2024
Q1 | $3.31M | Buy |
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|
2023
Q4 | $2.98M | Buy |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.78M | Buy |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $24 | Buy |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $3.47M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.51M | Buy |
|