CreativeOne Wealth’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 | $2.35M | Buy |
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2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $955K | Buy |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $809K | Buy |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $1.85M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $310K | Buy |
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