Family 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
Q3 | $138K | Hold |
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|
2025
Q2 | $131K | Sell |
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|
2025
Q1 | $182K | Sell |
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|
2024
Q4 | $193K | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $2.2M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $131K | Hold |
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|
2019
Q3 | $123K | Sell |
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|
2019
Q2 | $129K | Buy |
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