Consolidated Portfolio Review Corp’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
2026 Q1	$32.3M	Hold	449,616	–	–	2.95%	8
2025 Q4	$32.6M	Buy	449,616 +431,560	+2,390%	+$31.4M	2.82%	8
2025 Q3	$1.33M	Buy	18,056 +1,328	+8%	+$95.4K	0.17%	139
2025 Q2	$1.17M	Buy	16,728 +48	+0.3%	+$3.15K	0.16%	142
2025 Q1	$1.08M	Sell	16,680 -144	-0.9%	-$9.66K	0.17%	134
2024 Q4	$1.11M	Buy	16,824 +1,472	+10%	+$99.9K	0.18%	134
2024 Q3	$1.01M	Sell	15,352 -296	-2%	-$18.6K	0.23%	114
2024 Q2	$947K	Buy	15,648 +1,368	+10%	+$83.1K	0.22%	116
2024 Q1	$892K	Sell	14,280 -2,040	-13%	-$121K	0.23%	110
2023 Q4	$949K	Sell	16,320 -928	-5%	-$49.6K	0.22%	114
2023 Q3	$898K	Sell	17,248 -184	-1%	-$10.1K	0.22%	116
2023 Q2	$959K	Sell	17,432 -472	-3%	-$24.7K	0.23%	110
2023 Q1	$944K	Buy	+17,904	New	+$953K	0.26%	100