Journey Strategic Wealth’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 | $546K | Sell |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $891K | Sell |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $664K | Buy |
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