Golden State Wealth 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
Q2 | $1.23M | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $703K | Buy |
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|
2021
Q3 | $639K | Hold |
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|
2021
Q2 | $640K | Sell |
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|
2021
Q1 | $683K | Buy |
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|
2020
Q4 | $544K | Buy |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $346K | Buy |
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|
2019
Q2 | $292K | Sell |
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|
2019
Q1 | $306K | Buy |
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