Kelleher 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.43M | Hold |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.08M | Hold |
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|
2023
Q2 | $1.15M | Hold |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $547K | Buy |
|