Ellsworth 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
Q3 | $250K | Buy |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $399K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | $364K | Buy |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $391K | Hold |
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|
2021
Q4 | $419K | Hold |
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|
2021
Q3 | $390K | Sell |
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|
2021
Q2 | $398K | Hold |
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|
2021
Q1 | $371K | Buy |
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