Confluence Wealth Services’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 | $299K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $815K | Buy |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $310K | Buy |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $263K | Buy |
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