Charles Schwab Trust’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
Q3 | $3.9M | Sell |
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|
2025
Q2 | $3.77M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.94M | Hold |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.76M | Hold |
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|
2023
Q2 | $1.72M | Hold |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.69M | Hold |
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|
2022
Q2 | $1.77M | Hold |
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|
2022
Q1 | $2.14M | Sell |
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|
2021
Q4 | $2.83M | Hold |
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|
2021
Q3 | $2.63M | Hold |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $1.72M | Hold |
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|
2020
Q3 | $1.46M | Hold |
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|
2020
Q2 | $1.36M | Hold |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.55M | Hold |
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|
2019
Q3 | $1.44M | Buy |
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