Lake Street Private 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
Q4 | $2.68M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $406K | Buy |
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