EverSource 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
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $300K | Buy |
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|
2024
Q2 | $173K | Buy |
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|
2024
Q1 | $122K | Sell |
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|
2023
Q4 | $136K | Buy |
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|
2023
Q3 | $80.5K | Buy |
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|
2023
Q2 | $71.8K | Buy |
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|
2023
Q1 | $16.8K | Hold |
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|
2022
Q4 | $16.2K | Buy |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Sell |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $24K | Buy |
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