Joseph P. Lucia & Associates’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 | $464K | Sell |
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|
2025
Q2 | $446K | Sell |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $456K | Hold |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $485K | Sell |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $436K | Sell |
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|
2022
Q1 | $614K | Buy |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $181K | Buy |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $68K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $104 | Buy |
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