Concord Wealth Partners’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 | $102K | Buy |
|
|||||
|
2025
Q1 | $78K | Buy |
|
|||||
|
2024
Q4 | $79.3K | Buy |
|
|||||
|
2024
Q3 | $78.9K | Buy |
|
|||||
|
2024
Q2 | $71.9K | Hold |
|
|||||
|
2024
Q1 | $74.2K | Buy |
|
|||||
|
2023
Q4 | $68.8K | Sell |
|
|||||
|
2023
Q3 | $63.2K | Buy |
|
|||||
|
2023
Q2 | $64.5K | Buy |
|
|||||
|
2023
Q1 | $61.6K | Sell |
|
|||||
|
2022
Q4 | $67.3K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $41K | Buy |
|
|||||
|
2022
Q1 | $48K | Buy |
|
|||||
|
2021
Q4 | $51K | Buy |
|
|||||
|
2021
Q3 | $7K | Sell |
|
|||||
|
2021
Q2 | $9K | Hold |
|
|||||
|
2021
Q1 | $8K | Hold |
|
|||||
|
2020
Q4 | $7K | Buy |
|