J.W. Burns & Co’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
$220K Buy
2023
Q2
Sell
2023
Q1
$229K Sell
2022
Q4
$231K Buy
2022
Q2
Sell
2022
Q1
$214K Hold
2021
Q4
$229K Hold
2021
Q3
$213K Hold
2021
Q2
$214K Buy