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
2025
Q3
$146K Buy
2025
Q2
$139K Sell
2025
Q1
$131K Buy
2024
Q4
$130K Buy
2024
Q3
$129K Buy
2024
Q2
$118K Hold
2024
Q1
$122K Buy
2023
Q4
$113K Buy
2023
Q3
$101K Buy
2023
Q2
$106K Buy
2023
Q1
$101K Buy
2022
Q4
$97.5K Buy
2022
Q3
$58K Hold
2022
Q2
$61K Hold
2022
Q1
$74K Hold
2021
Q4
$79K Buy