Halpern Financial’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
2024
Q3
$47.2K Hold
2024
Q2
$43.6K Sell
2024
Q1
$48.1K Hold
2023
Q4
$44.4K Buy
2023
Q3
$37.5K Hold
2023
Q2
$39.6K Hold
2023
Q1
$38K Sell
2022
Q4
$48.1K Hold
2022
Q3
$44.4K Buy
2022
Q2
$35.5K Hold
2022
Q1
$42.8K Hold
2021
Q4
$45.9K Hold
2021
Q3
$42.6K Hold
2021
Q2
$42.7K Hold
2021
Q1
$39.8K Hold
2020
Q4
$37.2K Hold
2020
Q3
$31.7K Hold
2020
Q2
$29.5K Sell
2020
Q1
$39.5K Hold
2019
Q4
$53.5K Buy