FRG Family 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 | $383K | Hold |
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|
2025
Q1 | $354K | Hold |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $250K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $245K | Hold |
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|
2018
Q4 | $211K | Hold |
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|
2018
Q3 | $250K | Sell |
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|
2018
Q2 | $316K | Buy |
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|
2018
Q1 | $305K | Sell |
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|
2017
Q4 | $323K | Buy |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $212K | Hold |
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|
2016
Q4 | $201K | Buy |
|