Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.52M | Buy |
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|
2025
Q4 | $3.04M | Buy |
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|
2025
Q3 | $2.89M | Buy |
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|
2025
Q2 | $2.71M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $868K | Buy |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $242K | Buy |
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