Lodestone Wealth Management’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 | $610K | Buy |
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|
2025
Q2 | $579K | Hold |
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|
2025
Q1 | $535K | Buy |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $562K | Sell |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $273K | Buy |
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