Cassady Schiller Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Cassady Schiller Wealth Management’s Portfolio VO Stock Details VO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$342K	Sell
2024 Q3	$344K	Buy
2024 Q2	$279K	Buy
2024 Q1	$263K	Buy
2023 Q4	$227K	Buy
2023 Q3	$195K	Buy
2023 Q2	$193K	Buy
2023 Q1	$148K	Buy
2022 Q4	$127K	Buy
2022 Q1	–	Sell
2021 Q4	$123K	Buy