Beacon Financial Group’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 | $1.49M | Sell |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.46M | Hold |
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|
2024
Q3 | $1.46M | Hold |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $974K | Sell |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.28M | Sell |
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|
2022
Q4 | $2.35M | Buy |
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|
2022
Q3 | $2.31M | Hold |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.76M | Buy |
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|
2021
Q4 | $2.89M | Sell |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.7M | Sell |
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|
2021
Q1 | $2.63M | Hold |
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|
2020
Q4 | $2.63M | Buy |
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|
2020
Q3 | $1.87M | Hold |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $1.8M | Buy |
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|
2019
Q4 | $1.84M | Buy |
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|
2019
Q3 | $1.2M | Buy |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $1.1K | Buy |
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|
2018
Q4 | $917K | Buy |
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|
2018
Q3 | $772K | Buy |
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|
2018
Q2 | $728K | Buy |
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|
2018
Q1 | $572K | Buy |
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|
2017
Q4 | $537K | Buy |
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|
2017
Q3 | $485K | Buy |
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|
2017
Q2 | $454K | Buy |
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