Heirloom Wealth Management’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 | $462K | Hold |
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|
2025
Q1 | $427K | Hold |
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|
2024
Q4 | $436K | Hold |
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|
2024
Q3 | $436K | Hold |
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|
2024
Q2 | $400K | Hold |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q2 | $716K | Buy |
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