Godsey & Gibb Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Godsey & Gibb Inc’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 Q2	$236K	Sell	2,934 -70	-2%	-$5.43K	0.02%	102
2026 Q1	$216K	Sell	3,004 -176	-6%	-$13.1K	0.02%	104
2025 Q4	$231K	Buy	3,180 +276	+10%	+$20.1K	0.02%	104
2025 Q3	$213K	Hold	2,904	–	–	0.02%	105
2025 Q2	$203K	Hold	2,904	–	–	0.02%	104
2025 Q1	$188K	Hold	2,904	–	–	0.02%	109
2024 Q4	$192K	Hold	2,904	–	–	0.02%	109
2024 Q3	$192K	Hold	2,904	–	–	0.02%	115
2024 Q2	$176K	Buy	+2,904	New	+$176K	0.02%	123

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return