Colonial Trust Advisors’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
$142K Buy
2025
Q2
$112K Buy
2025
Q1
$1.81K Hold
2024
Q4
$1.85K Sell
2024
Q3
$86.3K Hold
2024
Q2
$79.2K Hold
2024
Q1
$81.7K Buy
2023
Q4
$15.7K Sell
2023
Q3
$68.1K Hold
2023
Q2
$72K Hold
2023
Q1
$69K Sell
2022
Q4
$4.5M Sell
2022
Q3
$4.35M Buy
2022
Q2
$4.4M Sell
2022
Q1
$5.54M Buy