KWB Wealth’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 | $279K | Sell |
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|
2025
Q2 | $326K | Hold |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $304K | Hold |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $381K | Hold |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $354K | Sell |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $311K | Buy |
|