Forum Financial 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 | $572K | Sell |
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|
2025
Q2 | $671K | Buy |
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|
2025
Q1 | $604K | Buy |
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|
2024
Q4 | $584K | Buy |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $645K | Sell |
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|
2021
Q4 | $702K | Buy |
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