Inspirion 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 | $1.4M | Sell |
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|
2025
Q2 | $2.18M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.29M | Hold |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $657K | Hold |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $646K | Hold |
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|
2022
Q1 | $780K | Buy |
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|
2021
Q4 | $832K | Buy |
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|
2021
Q3 | $767K | Sell |
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|
2021
Q2 | $806K | Hold |
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|
2021
Q1 | $751K | Sell |
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|
2020
Q4 | $718K | Buy |
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|
2020
Q3 | $531K | Sell |
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|
2020
Q2 | $553K | Buy |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $458K | Buy |
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|
2019
Q3 | $431K | Sell |
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|
2019
Q2 | $481K | Sell |
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|
2019
Q1 | $516K | Sell |
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|
2018
Q4 | $545K | Sell |
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|
2018
Q3 | $744K | Sell |
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|
2018
Q2 | $972K | Sell |
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $2.61M | Buy |
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|
2017
Q3 | $2.39M | Buy |
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|
2017
Q2 | $2.28M | Buy |
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|
2017
Q1 | $1.93M | Buy |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $1.22M | Buy |
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|
2016
Q2 | $1.09M | Sell |
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|
2016
Q1 | $1.08M | Buy |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $1.01M | Buy |
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|
2015
Q2 | $1.03M | Buy |
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|
2015
Q1 | $765K | Buy |
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|
2014
Q4 | $593K | Buy |
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