Global Financial Private Client’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
Sell
2025
Q1
$109K Sell
2024
Q4
$112K Hold
2024
Q3
$112K Hold
2024
Q2
$102K Hold
2024
Q1
$105K Hold
2023
Q4
$98.4K Hold
2023
Q3
$87.1K Hold
2023
Q2
$93.4K Hold
2023
Q1
$89.1K Hold
2022
Q4
$86.2K Hold
2022
Q3
$81.9K Hold
2022
Q2
$84.4K Hold
2022
Q1
$101K Hold
2021
Q4
$108K Hold
2021
Q3
$101K Hold
2021
Q2
$101K Hold
2021
Q1
$95K Sell
2020
Q4
$89.4K Hold
2020
Q3
$76.9K Sell
2020
Q2
$74.1K Sell
2020
Q1
$539K Sell
2019
Q4
$777K Buy