GW & Wade’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
2023
Q4
$550K Buy
2023
Q3
$488K Buy
2023
Q2
$502K Sell
2023
Q1
$502K Buy
2022
Q4
$479K Sell
2022
Q3
$501K Sell
2022
Q2
$607K Buy
2022
Q1
$516K Buy
2021
Q4
$507K Buy
2021
Q3
$452K Hold
2021
Q2
$453K Buy
2021
Q1
$370K Buy
2020
Q4
$265K Buy