Guardian Wealth Advisors (Minnesota)’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 | $614K | Sell |
|
|||||
|
2025
Q1 | $590K | Sell |
|
|||||
|
2024
Q4 | $728K | Sell |
|
|||||
|
2024
Q3 | $888K | Sell |
|
|||||
|
2024
Q2 | $839K | Hold |
|
|||||
|
2024
Q1 | $866K | Sell |
|
|||||
|
2023
Q4 | $1.01M | Buy |
|
|||||
|
2023
Q3 | $872K | Sell |
|
|||||
|
2023
Q2 | $1.08M | Buy |
|
|||||
|
2023
Q1 | $937K | Sell |
|
|||||
|
2022
Q4 | $918K | Buy |
|
|||||
|
2022
Q3 | $833K | Sell |
|
|||||
|
2022
Q2 | $965K | Buy |
|
|||||
|
2022
Q1 | $1.15M | Buy |
|
|||||
|
2021
Q4 | $1.19M | Buy |
|
|||||
|
2021
Q3 | $1.08M | Buy |
|
|||||
|
2021
Q2 | $1.06M | Sell |
|
|||||
|
2021
Q1 | $1M | Buy |
|
|||||
|
2020
Q4 | $925K | Buy |
|