Encompass 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
Q3 | $3.23M | Buy |
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|
2025
Q2 | $3.06M | Buy |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $2.29M | Buy |
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|
2024
Q1 | $2.36M | Sell |
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|
2023
Q4 | $2.22M | Buy |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $4.84M | Buy |
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|
2021
Q4 | $4.4M | Buy |
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|
2021
Q3 | $3.88M | Sell |
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|
2021
Q2 | $3.95M | Buy |
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|
2021
Q1 | $3.74M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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