Client 1st Advisory Group’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 | $399K | Hold |
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|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $277K | Hold |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $247K | Hold |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $271K | Buy |
|