HHM Wealth Advisors’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 | $229K | Buy |
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|
2025
Q2 | $211K | Hold |
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|
2025
Q1 | $195K | Hold |
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|
2024
Q4 | $199K | Buy |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $179K | Hold |
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|
2024
Q1 | $184K | Sell |
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|
2023
Q4 | $178K | Sell |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $141K | Sell |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $220K | Hold |
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|
2020
Q3 | $188K | Hold |
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|
2020
Q2 | $175K | Sell |
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|
2020
Q1 | $296K | Buy |
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