Klingman & 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 | $275K | Hold |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $334K | Buy |
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|
2024
Q3 | $270K | Hold |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $317K | Buy |
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|
2023
Q2 | $313K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $553K | Hold |
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|
2019
Q3 | $520K | Buy |
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|
2019
Q2 | $514K | Hold |
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|
2019
Q1 | $494K | Hold |
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|
2018
Q4 | $425K | Hold |
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|
2018
Q3 | $505K | Hold |
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|
2018
Q2 | $485K | Hold |
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|
2018
Q1 | $474K | Hold |
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|
2017
Q4 | $476K | Hold |
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|
2017
Q3 | $452K | Sell |
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|
2017
Q2 | $462K | Buy |
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|
2017
Q1 | $386K | Hold |
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|
2016
Q4 | $365K | Hold |
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|
2016
Q3 | $359K | Sell |
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|
2016
Q2 | $368K | Hold |
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|
2016
Q1 | $361K | Buy |
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|
2015
Q4 | $25K | Hold |
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|
2015
Q3 | $24K | Hold |
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|
2015
Q2 | $27K | Hold |
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|
2015
Q1 | $28K | Hold |
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|
2014
Q4 | $25K | Buy |
|