Kestra Private Wealth Services’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 | $14.7M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $9.2M | Buy |
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|
2024
Q3 | $8.92M | Buy |
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|
2024
Q2 | $6.84M | Buy |
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|
2024
Q1 | $6.63M | Sell |
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|
2023
Q4 | $6.46M | Sell |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $5.73M | Buy |
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|
2023
Q1 | $4.9M | Buy |
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|
2022
Q4 | $4.09M | Buy |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $2.96M | Sell |
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|
2022
Q1 | $3.59M | Buy |
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|
2021
Q4 | $3.8M | Sell |
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|
2021
Q3 | $4.03M | Buy |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.43M | Sell |
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|
2020
Q4 | $3.24M | Buy |
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|
2020
Q3 | $2.09M | Buy |
|