Kellett Wealth 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
Q3 | $1.22M | Buy |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $17.1M | Buy |
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|
2023
Q4 | $14.7M | Buy |
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|
2023
Q3 | $7.91M | Buy |
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|
2023
Q2 | $2.82M | Buy |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.52M | Sell |
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|
2022
Q3 | $2.56M | Sell |
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|
2022
Q2 | $2.47M | Sell |
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|
2022
Q1 | $3.23M | Sell |
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|
2021
Q4 | $6.45M | Buy |
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