Heritage Financial Services’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
Q3 | $723K | Buy |
|
|||||
|
2025
Q2 | $677K | Sell |
|
|||||
|
2025
Q1 | $680K | Buy |
|
|||||
|
2024
Q4 | $677K | Buy |
|
|||||
|
2024
Q3 | $652K | Sell |
|
|||||
|
2024
Q2 | $638K | Sell |
|
|||||
|
2024
Q1 | $764K | Sell |
|
|||||
|
2023
Q4 | $847K | Sell |
|
|||||
|
2023
Q3 | $768K | Sell |
|
|||||
|
2023
Q2 | $929K | Buy |
|
|||||
|
2023
Q1 | $756K | Sell |
|
|||||
|
2022
Q4 | $986K | Buy |
|
|||||
|
2022
Q3 | $673K | Hold |
|
|||||
|
2022
Q2 | $705K | Sell |
|
|||||
|
2022
Q1 | $876K | Buy |
|
|||||
|
2021
Q4 | $897K | Buy |
|