Beaumont Asset 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
2026 Q1	$227K	Buy	3,156 +220	+7%	+$16.3K	0.1%	72
2025 Q4	$213K	Hold	2,936	–	–	0.11%	70
2025 Q3	$216K	Buy	2,936 +40	+1%	+$2.87K	0.11%	65
2025 Q2	$203K	Buy	+2,896	New	+$190K	0.11%	65
2023 Q3	–	Sell	-13,224	Closed	-$728K	–	69
2023 Q2	$728K	Buy	13,224 +956	+8%	+$50.1K	0.55%	38
2023 Q1	$647K	Buy	12,268 +2,688	+28%	+$143K	0.47%	40
2022 Q4	$488K	Buy	9,580 +560	+6%	+$28.5K	0.36%	52
2022 Q3	$423K	Hold	9,020	–	–	0.34%	53
2022 Q2	$444K	Sell	9,020 -48	-0.5%	-$2.59K	0.34%	51
2022 Q1	$539K	Hold	9,068	–	–	0.36%	49
2021 Q4	$577K	Hold	9,068	–	–	0.38%	43
2021 Q3	$536K	Hold	9,068	–	–	0.4%	43
2021 Q2	$538K	Hold	9,068	–	–	0.41%	42
2021 Q1	$501K	Hold	9,068	–	–	0.42%	42
2020 Q4	$468K	Buy	9,068 +48	+0.5%	+$2.32K	0.42%	36
2020 Q3	$397K	Hold	9,020	–	–	0.4%	40
2020 Q2	$369K	Buy	+9,020	New	+$346K	0.39%	38