Beacon Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $210K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $935K | Buy |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $288K | Buy |
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|
2020
Q1 | $220K | Buy |
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|
2019
Q4 | $298K | Buy |
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