GeoWealth 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 | $23.6M | Sell |
|
|||||
|
2025
Q2 | $23.2M | Buy |
|
|||||
|
2025
Q1 | $19.3M | Sell |
|
|||||
|
2024
Q4 | $24.4M | Buy |
|
|||||
|
2024
Q3 | $22.9M | Buy |
|
|||||
|
2024
Q2 | $16.6M | Buy |
|
|||||
|
2024
Q1 | $16.8M | Buy |
|
|||||
|
2023
Q4 | $664K | Buy |
|
|||||
|
2023
Q3 | $102K | Sell |
|
|||||
|
2023
Q2 | $116K | Buy |
|
|||||
|
2023
Q1 | $77K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $209K | Sell |
|
|||||
|
2021
Q3 | $385K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $231K | Buy |
|