Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.8M | Hold |
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|
2024
Q3 | $13.7M | Buy |
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|
2024
Q2 | $12.4M | Buy |
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|
2024
Q1 | $12.8M | Hold |
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|
2023
Q4 | $11.9M | Hold |
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|
2023
Q3 | $10.6M | Hold |
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|
2023
Q2 | $11.3M | Hold |
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|
2023
Q1 | $10.8M | Hold |
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|
2022
Q4 | $10.4M | Hold |
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|
2022
Q3 | $9.61M | Buy |
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|
2022
Q2 | $10M | Hold |
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|
2022
Q1 | $12.1M | Hold |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q3 | $7.61M | Buy |
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|
2021
Q2 | $6.75M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $254K | Buy |
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