Lutz Financial Services’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
Q2 | $1.12M | Hold |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $800K | Sell |
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|
2023
Q2 | $847K | Sell |
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|
2023
Q1 | $874K | Sell |
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|
2022
Q4 | $860K | Buy |
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|
2022
Q3 | $793K | Buy |
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|
2022
Q2 | $830K | Buy |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $748K | Sell |
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|
2021
Q3 | $816K | Sell |
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|
2021
Q2 | $837K | Sell |
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|
2021
Q1 | $796K | Sell |
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|
2020
Q4 | $756K | Sell |
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|
2020
Q3 | $654K | Sell |
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|
2020
Q2 | $632K | Sell |
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|
2020
Q1 | $1.77M | Sell |
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|
2019
Q4 | $2.45M | Buy |
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|
2019
Q3 | $2.3M | Sell |
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|
2019
Q2 | $2.31M | Sell |
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|
2019
Q1 | $2.26M | Buy |
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|
2018
Q4 | $1.87M | Buy |
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|
2018
Q3 | $502K | Sell |
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|
2018
Q2 | $508K | Hold |
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|
2018
Q1 | $497K | Buy |
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|
2017
Q4 | $483K | Buy |
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