Everhart Financial Group’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 | $1.42M | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $717K | Sell |
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|
2022
Q3 | $671K | Buy |
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|
2022
Q2 | $673K | Sell |
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|
2022
Q1 | $832K | Sell |
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|
2021
Q4 | $920K | Sell |
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|
2021
Q3 | $902K | Buy |
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|
2021
Q2 | $822K | Buy |
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|
2021
Q1 | $754K | Buy |
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|
2020
Q4 | $701K | Buy |
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