Gratus Wealth Advisors’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
$11M Sell
2025
Q1
$10.2M Sell
2024
Q4
$10.7M Sell
2024
Q3
$10.7M Buy
2024
Q2
$10M Sell
2024
Q1
$9.85M Sell
2023
Q4
$18.2M Buy