Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,824
| Closed | -$132K | – | 644 |
|
|
2025
Q4 | $132K | Buy |
+1,824
| New | +$133K | 0.02% | 221 |
|
|
2025
Q2 | – | Sell |
-1,424
| Closed | -$92.1K | – | 659 |
|
|
2025
Q1 | $92.1K | Hold |
1,424
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $94K | Sell |
1,424
-32
| -2% | -$2.17K | 0.01% | 244 |
|
|
2024
Q3 | $96K | Buy |
1,456
+32
| +2% | +$2.01K | 0.02% | 242 |
|
|
2024
Q2 | $86.2K | Sell |
1,424
-476
| -25% | -$28.9K | 0.02% | 241 |
|
|
2024
Q1 | $119K | Hold |
1,900
| – | – | 0.02% | 221 |
|
|
2023
Q4 | $111K | Hold |
1,900
| – | – | 0.02% | 218 |
|
|
2023
Q3 | $98.9K | Sell |
1,900
-212
| -10% | -$11.6K | 0.02% | 222 |
|
|
2023
Q2 | $116K | Hold |
2,112
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $111K | Buy |
2,112
+568
| +37% | +$30.2K | 0.02% | 212 |
|
|
2022
Q4 | $78.7K | Hold |
1,544
| – | – | 0.02% | 227 |
|
|
2022
Q3 | $73K | Hold |
1,544
| – | – | 0.02% | 223 |
|
|
2022
Q2 | $76K | Hold |
1,544
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $92K | Hold |
1,544
| – | – | 0.02% | 224 |
|
|
2021
Q4 | $98K | Hold |
1,544
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $91K | Sell |
1,544
-160
| -9% | -$9.67K | 0.02% | 215 |
|
|
2021
Q2 | $101K | Hold |
1,704
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $94K | Hold |
1,704
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $88K | Sell |
1,704
-52
| -3% | -$2.52K | 0.02% | 208 |
|
|
2020
Q3 | $77K | Hold |
1,756
| – | – | 0.02% | 200 |
|
|
2020
Q2 | $72K | Hold |
1,756
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $58K | Hold |
1,756
| – | – | 0.02% | 208 |
|
|
2019
Q4 | $78K | Hold |
1,756
| – | – | 0.02% | 207 |
|
|
2019
Q3 | $74K | Hold |
1,756
| – | – | 0.03% | 208 |
|
|
2019
Q2 | $73K | Hold |
1,756
| – | – | 0.03% | 206 |
|
|
2019
Q1 | $71K | Hold |
1,756
| – | – | 0.03% | 206 |
|
|
2018
Q4 | $61K | Buy |
+1,756
| New | +$65.9K | 0.02% | 200 |
|
Other funds holding VO
