Investment Advisory 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
2025
Q2
$743K Buy
2025
Q1
$484K Buy
2024
Q4
$478K Buy
2024
Q3
$473K Buy
2024
Q2
$431K Hold
2024
Q1
$445K Buy
2023
Q4
$370K Buy
2023
Q3
$276K Buy
2023
Q2
$257K Buy
2022
Q4
Sell
2022
Q3
$204K Hold
2022
Q2
$214K Buy