Cedar Mountain Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Cedar Mountain Advisors’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
2026 Q2	$4.19K	Buy	52 +28	+117%	+$2.17K	﹤0.01%	744
2026 Q1	$1.72K	Hold	24	–	–	﹤0.01%	836
2025 Q4	$1.74K	Hold	24	–	–	﹤0.01%	415
2025 Q3	$1.76K	Hold	24	–	–	﹤0.01%	436
2025 Q2	$1.68K	Hold	24	–	–	﹤0.01%	312
2025 Q1	$1.55K	Hold	24	–	–	﹤0.01%	297
2024 Q4	$1.58K	Hold	24	–	–	﹤0.01%	318
2024 Q3	$1.58K	Sell	24 -172	-88%	-$10.8K	﹤0.01%	290
2024 Q2	$11.9K	Hold	196	–	–	﹤0.01%	180
2024 Q1	$12.2K	Hold	196	–	–	﹤0.01%	180
2023 Q4	$11.4K	Sell	196 -8	-4%	-$427	﹤0.01%	177
2023 Q3	$10.6K	Hold	204	–	–	﹤0.01%	171
2023 Q2	$11.2K	Hold	204	–	–	﹤0.01%	161
2023 Q1	$10.8K	Buy	204 +172	+538%	+$9.15K	﹤0.01%	161
2022 Q4	$1.63K	Hold	32	–	–	﹤0.01%	257
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	266
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	269
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	280
2021 Q4	$2K	Buy	+32	New	+$2.01K	﹤0.01%	282

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return