Goldstone Financial Group’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
2026 Q1	$18.4M	Buy	256,100 +33,568	+15%	+$2.49M	1.99%	9
2025 Q4	$16.1M	Buy	222,532 +20,188	+10%	+$1.47M	1.8%	10
2025 Q3	$14.9M	Buy	202,344 +16,112	+9%	+$1.16M	1.76%	12
2025 Q2	$13.2M	Buy	186,232 +16,272	+10%	+$1.07M	1.74%	12
2025 Q1	$11M	Buy	169,960 +16,300	+11%	+$1.09M	1.66%	16
2024 Q4	$10.1M	Buy	153,660 +26,548	+21%	+$1.8M	1.59%	19
2024 Q3	$8.38M	Buy	127,112 +15,236	+14%	+$957K	1.46%	22
2024 Q2	$6.77M	Buy	111,876 +14,720	+15%	+$895K	1.36%	22
2024 Q1	$6.07M	Buy	97,156 +6,632	+7%	+$392K	1.39%	21
2023 Q4	$5.26M	Buy	90,524 +16,992	+23%	+$908K	1.36%	20
2023 Q3	$3.83M	Buy	73,532 +6,836	+10%	+$375K	1.13%	24
2023 Q2	$3.67M	Buy	66,696 +5,568	+9%	+$292K	1.08%	22
2023 Q1	$3.22M	Buy	+61,128	New	+$3.25M	1.06%	23