Compass Ion 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
Q2 | $267K | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.55M | Hold |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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