Interactive Financial 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
2026 Q1	$1.69M	Buy	23,556 +768	+3%	+$57.1K	1.11%	22
2025 Q4	$1.65M	Sell	22,788 -5,636	-20%	-$410K	1.07%	23
2025 Q3	$2.09M	Sell	28,424 -452	-2%	-$32.5K	1.13%	25
2025 Q2	$2.02M	Sell	28,876 -4,836	-14%	-$317K	0.98%	27
2025 Q1	$2.18M	Sell	33,712 -160	-0.5%	-$10.7K	1.15%	25
2024 Q4	$2.24M	Buy	33,872 +1,736	+5%	+$118K	1.17%	25
2024 Q3	$2.12M	Buy	32,136 +1,532	+5%	+$96.2K	1.09%	26
2024 Q2	$1.85M	Buy	30,604 +1,480	+5%	+$89.9K	1.02%	26
2024 Q1	$1.82M	Sell	29,124 -6,992	-19%	-$413K	1.01%	25
2023 Q4	$664K	Buy	36,116 +22,612	+167%	+$1.21M	0.36%	42
2023 Q3	$703K	Sell	13,504 -15,880	-54%	-$871K	0.47%	36
2023 Q2	$1.62M	Buy	29,384 +1,744	+6%	+$91.4K	1.1%	28
2023 Q1	$1.46M	Sell	27,640 -2,920	-10%	-$155K	0.93%	28
2022 Q4	$1.56M	Buy	30,560 +4,712	+18%	+$240K	0.93%	27
2022 Q3	$1.22M	Buy	+25,848	New	+$1.35M	0.71%	32