Breakwater Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Breakwater Investment Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$119K	Sell
2025 Q2	$144K	Sell
2025 Q1	$146K	Hold
2024 Q4	$149K	Hold
2024 Q3	$149K	Buy
2024 Q2	$104K	Hold
2024 Q1	$107K	Buy