Beaird Harris Wealth Management’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
Q2 | $974K | Hold |
|
|||||
|
2025
Q1 | $900K | Buy |
|
|||||
|
2024
Q4 | $915K | Buy |
|
|||||
|
2024
Q3 | $911K | Buy |
|
|||||
|
2024
Q2 | $76K | Hold |
|
|||||
|
2024
Q1 | $78.5K | Hold |
|
|||||
|
2023
Q4 | $73K | Hold |
|
|||||
|
2023
Q3 | $65.4K | Sell |
|
|||||
|
2023
Q2 | $82.6K | Sell |
|
|||||
|
2023
Q1 | $84.4K | Sell |
|
|||||
|
2022
Q4 | $83.8K | Hold |
|
|||||
|
2022
Q3 | $77K | Buy |
|
|||||
|
2022
Q2 | $79K | Hold |
|
|||||
|
2022
Q1 | $95K | Hold |
|
|||||
|
2021
Q4 | $102K | Buy |
|