Bordeaux 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 | $348K | Hold |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $281K | Buy |
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