KMG Fiduciary Partners’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 | $12.8M | Buy |
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|
2025
Q2 | $12M | Sell |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $11.3M | Sell |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $9.04M | Sell |
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|
2023
Q2 | $9.56M | Buy |
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|
2023
Q1 | $8.44M | Buy |
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|
2022
Q4 | $3.42M | Buy |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $562K | Buy |
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|
2021
Q1 | $520K | Sell |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $496K | Sell |
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|
2020
Q2 | $472K | Sell |
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|
2020
Q1 | $2.69M | Buy |
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