Intelligent Financial Strategies’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	$143K	Buy	1,992 +4	+0.2%	+$297	0.07%	40
2025 Q4	$144K	Buy	1,988 +8	+0.4%	+$582	0.07%	42
2025 Q3	$146K	Buy	1,980 +8	+0.4%	+$575	0.07%	40
2025 Q2	$139K	Sell	1,972 -60	-3%	-$3.94K	0.07%	40
2025 Q1	$131K	Buy	2,032 +64	+3%	+$4.29K	0.07%	40
2024 Q4	$130K	Buy	1,968 +8	+0.4%	+$543	0.07%	40
2024 Q3	$129K	Buy	1,960 +12	+0.6%	+$753	0.07%	41
2024 Q2	$118K	Hold	1,948	–	–	0.07%	41
2024 Q1	$122K	Buy	1,948 +8	+0.4%	+$473	0.08%	43
2023 Q4	$113K	Buy	1,940 +8	+0.4%	+$427	0.08%	43
2023 Q3	$101K	Buy	1,932 +4	+0.2%	+$219	0.07%	47
2023 Q2	$106K	Buy	1,928 +8	+0.4%	+$419	0.08%	47
2023 Q1	$101K	Buy	1,920 +4	+0.2%	+$213	0.08%	49
2022 Q4	$97.5K	Buy	1,916 +672	+54%	+$34.2K	0.08%	54
2022 Q3	$58K	Hold	1,244	–	–	0.06%	54
2022 Q2	$61K	Hold	1,244	–	–	0.06%	56
2022 Q1	$74K	Hold	1,244	–	–	0.07%	59
2021 Q4	$79K	Buy	+1,244	New	+$78K	0.07%	61