Bassett Hargrove Investment Counsel’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
2023
Q3
$728K Sell
2023
Q2
$739K Hold
2023
Q1
$761K Hold
2022
Q4
$739K Sell
2022
Q3
$782K Buy
2022
Q1
$820K Buy
2021
Q4
$855K Buy
2021
Q3
$772K Hold
2021
Q2
$772K Buy