Cherry Tree 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
$123K Sell
2025
Q1
$118K Hold
2024
Q4
$121K Buy
2024
Q3
$116K Hold
2024
Q2
$107K Sell
2024
Q1
$120K Hold
2023
Q4
$112K Hold
2023
Q3
$100K Buy
2023
Q2
$48.9K Buy