Fermata 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 | $1.3M | Sell |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $3.42M | Sell |
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|
2023
Q4 | $4.18M | Sell |
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|
2023
Q3 | $3.83M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $917K | Buy |
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|
2022
Q4 | $614K | Sell |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $439K | Buy |
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