Core Wealth 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 | $14.3M | Buy |
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|
2025
Q1 | $13.1M | Sell |
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|
2024
Q4 | $13.4M | Sell |
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|
2024
Q3 | $13.7M | Buy |
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|
2024
Q2 | $12.4M | Sell |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $11.7M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $32K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $31K | Buy |
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