Cassaday & Co 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
Q2
$945K Buy
2025
Q1
$863K Buy
2024
Q4
$869K Buy
2024
Q3
$814K Sell
2024
Q2
$775K Buy
2024
Q1
$795K Buy
2023
Q4
$736K Hold
2023
Q3
$659K Hold
2023
Q2
$697K Sell
2023
Q1
$767K Sell
2022
Q4
$895K Buy