Beam Wealth 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
Q2
$7.97M Buy
2025
Q1
$7.09M Buy
2024
Q4
$7.16M Buy
2024
Q3
$6.94M Buy
2024
Q2
$5.3M Buy
2022
Q2
Sell
2022
Q1
$213K Buy
2021
Q4
$215K Buy