Evermay Wealth Management’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 | $9.19M | Buy |
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|
2025
Q1 | $8.43M | Buy |
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|
2024
Q4 | $8.45M | Sell |
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|
2024
Q3 | $8.45M | Sell |
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|
2024
Q2 | $7.81M | Sell |
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|
2024
Q1 | $8.21M | Sell |
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|
2023
Q4 | $7.67M | Sell |
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|
2023
Q3 | $6.97M | Buy |
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|
2023
Q2 | $7.32M | Sell |
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|
2023
Q1 | $7.08M | Sell |
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|
2022
Q4 | $6.93M | Buy |
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|
2022
Q3 | $6.19M | Buy |
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|
2022
Q2 | $6.2M | Buy |
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|
2022
Q1 | $6.99M | Sell |
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|
2021
Q4 | $7.87M | Buy |
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|
2021
Q3 | $7.25M | Sell |
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|
2021
Q2 | $9.62M | Sell |
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|
2021
Q1 | $9.02M | Sell |
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|
2020
Q4 | $8.57M | Sell |
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|
2020
Q3 | $7.52M | Sell |
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|
2020
Q2 | $7.1M | Buy |
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|
2020
Q1 | $5.31M | Buy |
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|
2019
Q4 | $6.93M | Sell |
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|
2019
Q3 | $6.54M | Sell |
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|
2019
Q2 | $6.55M | Sell |
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|
2019
Q1 | $6.5M | Hold |
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|
2018
Q4 | $5.58M | Sell |
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|
2018
Q3 | $6.8M | Sell |
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|
2018
Q2 | $6.53M | Sell |
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|
2018
Q1 | $6.45M | Sell |
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|
2017
Q4 | $6.56M | Sell |
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|
2017
Q3 | $6.24M | Sell |
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|
2017
Q2 | $6.11M | Buy |
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|
2017
Q1 | $5.83M | Sell |
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|
2016
Q4 | $5.59M | Hold |
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|
2016
Q3 | $5.5M | Buy |
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|
2016
Q2 | $5.19M | Sell |
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|
2016
Q1 | $5.19M | Buy |
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|
2015
Q4 | $3.65M | Buy |
|