Forvis Mazars 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 | $13.1M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $9M | Sell |
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|
2024
Q3 | $10.4M | Sell |
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|
2024
Q2 | $11.1M | Sell |
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|
2024
Q1 | $12.7M | Buy |
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|
2023
Q4 | $9.89M | Sell |
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|
2023
Q3 | $9.51M | Sell |
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|
2023
Q2 | $12.6M | Sell |
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|
2023
Q1 | $13.5M | Buy |
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|
2022
Q4 | $9.96M | Sell |
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|
2022
Q3 | $9.43M | Sell |
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|
2022
Q2 | $10.8M | Sell |
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|
2022
Q1 | $32.2M | Buy |
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|
2021
Q4 | $32.7M | Buy |
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|
2021
Q3 | $29.4M | Buy |
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|
2021
Q2 | $27.7M | Buy |
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|
2021
Q1 | $25.8M | Buy |
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|
2020
Q4 | $22.7M | Buy |
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|
2020
Q3 | $17.1M | Buy |
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|
2020
Q2 | $9.75M | Buy |
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|
2020
Q1 | $626K | Sell |
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|
2019
Q4 | $868K | Hold |
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|
2019
Q3 | $816K | Buy |
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|
2019
Q2 | $590K | Sell |
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|
2019
Q1 | $760K | Buy |
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|
2018
Q4 | $637K | Sell |
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|
2018
Q3 | $1.37M | Buy |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $1.43M | Buy |
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