Crewe 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 | $2.02M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.31M | Hold |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $761K | Buy |
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|
2023
Q2 | $750K | Sell |
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|
2023
Q1 | $725K | Sell |
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|
2022
Q4 | $717K | Buy |
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|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $385K | Hold |
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|
2020
Q3 | $328K | Hold |
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|
2020
Q2 | $305K | Hold |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $233K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $141K | Hold |
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|
2018
Q2 | $136K | Hold |
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|
2018
Q1 | $133K | Hold |
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|
2017
Q4 | $133K | Buy |
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