Linscomb Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Linscomb Wealth’s Portfolio VO Stock Details VO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.62M	Sell
2025 Q2	$2.71M	Sell
2025 Q1	$2.52M	Buy
2024 Q4	$2.56M	Sell
2024 Q3	$2.57M	Sell
2024 Q2	$2.36M	Buy
2024 Q1	$2.29M	Sell
2023 Q4	$2.42M	Sell
2023 Q3	$2.26M	Buy
2023 Q2	$2.11M	Sell
2023 Q1	$2.18M	Buy
2022 Q4	$2.04M	Buy
2022 Q3	$1.68M	Buy
2022 Q2	$1.75M	Buy
2022 Q1	$2.1M	Buy
2021 Q4	$2.25M	Sell
2021 Q3	$2.1M	Sell
2021 Q2	$2.12M	Sell
2021 Q1	$2.16M	Sell
2020 Q4	$2.02M	Buy
2020 Q3	$1.59M	Buy
2020 Q2	$1.48M	Buy
2020 Q1	$1.1M	Buy
2019 Q4	$890K	Buy
2019 Q3	$507K	Buy
2019 Q2	$477K	Hold
2019 Q1	$458K	Sell
2018 Q4	$410K	Sell
2018 Q3	$508K	Hold
2018 Q2	$488K	Hold
2018 Q1	$477K	Sell
2017 Q4	$531K	Sell
2017 Q3	$517K	Hold
2017 Q2	$501K	Buy
2017 Q1	$467K	Sell
2016 Q4	$596K	Buy
2016 Q3	$443K	Buy
2016 Q2	$393K	Sell
2016 Q1	$442K	Sell
2015 Q4	$447K	Sell
2015 Q3	$437K	Hold
2015 Q2	$477K	Sell
2015 Q1	$523K	Sell
2014 Q4	$511K	Sell
2014 Q3	$587K	Hold
2014 Q2	$594K	Sell
2014 Q1	$634K	Sell
2013 Q4	$623K	Sell
2013 Q3	$583K	Sell
2013 Q2	$603K	Buy