Levy Wealth Management Group’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
2024 Q2	$411K	Buy	6,784 +24	+0.4%	+$1.46K	0.11%	67
2024 Q1	$393K	Hold	6,760	–	–	0.11%	63
2023 Q4	$393K	Buy	6,760 +28	+0.4%	+$1.5K	0.11%	63
2023 Q3	$350K	Sell	6,732 -536	-7%	-$29.4K	0.11%	68
2023 Q2	$400K	Buy	7,268 +628	+9%	+$32.9K	0.12%	67
2023 Q1	$350K	Buy	6,640 +584	+10%	+$31.1K	0.11%	71
2022 Q4	$309K	Buy	+6,056	New	+$308K	0.1%	71
2022 Q3	–	Sell	-32,236	Closed	-$1.59M	–	85
2022 Q2	$1.59M	Sell	32,236 -14,136	-30%	-$764K	0.73%	23
2022 Q1	$2.76M	Buy	46,372 +2,012	+5%	+$118K	1.14%	13
2021 Q4	$2.83M	Sell	44,360 -1,116	-2%	-$70K	1.28%	15
2021 Q3	$2.69M	Buy	45,476 +1,424	+3%	+$86K	1.48%	14
2021 Q2	$2.61M	Buy	44,052 +3,632	+9%	+$210K	1.5%	12
2021 Q1	$2.24M	Buy	40,420 +9,992	+33%	+$542K	1.47%	12
2020 Q4	$1.57M	Buy	+30,428	New	+$1.47M	1.12%	14