Beaumont Financial 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
Q3 | $2.02M | Buy |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $394K | Buy |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $222K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $335K | Buy |
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|
2019
Q3 | $312K | Sell |
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|
2019
Q2 | $443K | Sell |
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|
2019
Q1 | $447K | Sell |
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|
2018
Q4 | $399K | Hold |
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|
2018
Q3 | $474K | Hold |
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|
2018
Q2 | $455K | Sell |
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|
2018
Q1 | $485K | Buy |
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|
2017
Q4 | $207K | Sell |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $375K | Sell |
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|
2017
Q1 | $390K | Hold |
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|
2016
Q4 | $369K | Hold |
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|
2016
Q3 | $363K | Hold |
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|
2016
Q2 | $346K | Buy |
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|
2016
Q1 | $355K | Buy |
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|
2015
Q4 | $318K | Hold |
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|
2015
Q3 | $337K | Hold |
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|
2015
Q2 | $337K | Sell |
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|
2015
Q1 | $355K | Sell |
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|
2014
Q4 | $384K | Hold |
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|
2014
Q3 | $364K | Hold |
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|
2014
Q2 | $368K | Hold |
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|
2014
Q1 | $353K | Sell |
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|
2013
Q4 | $345K | Sell |
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|
2013
Q3 | $331K | Sell |
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|
2013
Q2 | $345K | Buy |
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