Garde Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Garde Capital’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$936K	Buy	13,044 +656	+5%	+$48.7K	0.06%	102
2025 Q4	$899K	Sell	12,388 -420	-3%	-$30.6K	0.06%	114
2025 Q3	$941K	Buy	12,808 +16	+0.1%	+$1.15K	0.05%	124
2025 Q2	$895K	Sell	12,792 -36	-0.3%	-$2.36K	0.05%	122
2025 Q1	$829K	Sell	12,828 -84	-0.7%	-$5.64K	0.05%	126
2024 Q4	$853K	Sell	12,912 -212	-2%	-$14.4K	0.06%	108
2024 Q3	$866K	Buy	13,124 +236	+2%	+$14.8K	0.06%	105
2024 Q2	$780K	Sell	12,888 -1,100	-8%	-$66.8K	0.05%	110
2024 Q1	$873K	Sell	13,988 -804	-5%	-$47.5K	0.06%	103
2023 Q4	$860K	Buy	14,792 +10,764	+267%	+$575K	0.07%	99
2023 Q3	$210K	Sell	4,028 -44	-1%	-$2.41K	0.02%	190
2023 Q2	$224K	Sell	4,072 -188	-4%	-$9.86K	0.02%	208
2023 Q1	$225K	Buy	4,260 +32	+0.8%	+$1.7K	0.02%	173
2022 Q4	$215K	Sell	4,228 -52	-1%	-$2.65K	0.03%	169
2022 Q3	$201K	Sell	4,280 -512	-11%	-$26.8K	0.03%	163
2022 Q2	$236K	Buy	4,792 +336	+8%	+$18.2K	0.03%	173
2022 Q1	$265K	Buy	4,456 +312	+8%	+$18.3K	0.03%	176
2021 Q4	$264K	Sell	4,144 -644	-13%	-$40.4K	0.03%	181
2021 Q3	$283K	Buy	4,788 +664	+16%	+$40.1K	0.03%	169
2021 Q2	$245K	Hold	4,124	–	–	0.03%	180
2021 Q1	$228K	Buy	4,124 +908	+28%	+$49.3K	0.03%	177
2020 Q4	$166K	Buy	+3,216	New	+$156K	0.02%	199

Other funds holding VO

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return