Evolution 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
Sell
2025
Q2
$498K Buy
2019
Q3
Sell
2019
Q2
$10K Hold
2019
Q1
$10K Sell
2018
Q4
$146K Buy