BKM 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
Q3
$5.57M Sell
2025
Q2
$5.31M Buy
2025
Q1
$4.48M Sell
2024
Q4
$4.7M Sell
2024
Q3
$4.84M Sell
2024
Q2
$4.51M Sell
2024
Q1
$4.67M Buy
2023
Q4
$4.29M Buy