Live Oak 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
Q3 | $530K | Buy |
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|
2025
Q2 | $503K | Hold |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $473K | Buy |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $509K | Hold |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $425K | Buy |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $272K | Buy |
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