HighMark Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2K | Hold |
65
| – | – | 0.01% | 236 |
|
|
2025
Q1 | $16.8K | Hold |
65
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $17.2K | Hold |
65
| – | – | 0.01% | 217 |
|
|
2024
Q3 | $17.1K | Hold |
65
| – | – | 0.01% | 219 |
|
|
2024
Q2 | $15.7K | Hold |
65
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $16.2K | Hold |
65
| – | – | 0.01% | 220 |
|
|
2023
Q4 | $15.1K | Hold |
65
| – | – | 0.01% | 220 |
|
|
2023
Q3 | $13.5K | Sell |
65
-35
| -35% | -$7.29K | 0.01% | 226 |
|
|
2023
Q2 | $22K | Buy |
+100
| New | +$22K | 0.02% | 177 |
|
|
2022
Q1 | – | Hold |
0
| – | -$10K | – | 543 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 261 |
|