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 |
|
|||||
|
2024
Q1 | $393K | Hold |
|
|||||
|
2023
Q4 | $393K | Buy |
|
|||||
|
2023
Q3 | $350K | Sell |
|
|||||
|
2023
Q2 | $400K | Buy |
|
|||||
|
2023
Q1 | $350K | Buy |
|
|||||
|
2022
Q4 | $309K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $1.59M | Sell |
|
|||||
|
2022
Q1 | $2.76M | Buy |
|
|||||
|
2021
Q4 | $2.83M | Sell |
|
|||||
|
2021
Q3 | $2.69M | Buy |
|
|||||
|
2021
Q2 | $2.61M | Buy |
|
|||||
|
2021
Q1 | $2.24M | Buy |
|
|||||
|
2020
Q4 | $1.57M | Buy |
|