M Holdings Securities’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 | – | Sell |
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|
2025
Q1 | $13.6M | Buy |
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|
2024
Q4 | $13.1M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $8.67M | Buy |
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|
2023
Q3 | $6.58M | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.14M | Buy |
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|
2022
Q3 | $4.27M | Sell |
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|
2022
Q2 | $4.8M | Sell |
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|
2022
Q1 | $6.91M | Buy |
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|
2021
Q2 | $5.93M | Sell |
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|
2021
Q1 | $6.19M | Buy |
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|
2020
Q4 | $5.35M | Buy |
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|
2020
Q3 | $4.17M | Buy |
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|
2020
Q2 | $3.83M | Buy |
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|
2020
Q1 | $1.66M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $765K | Buy |
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|
2018
Q4 | $516K | Sell |
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|
2018
Q3 | $932K | Buy |
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|
2018
Q2 | $575K | Sell |
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|
2018
Q1 | $695K | Buy |
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|
2017
Q4 | $632K | Buy |
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|
2017
Q3 | $547K | Buy |
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|
2017
Q2 | $448K | Buy |
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|
2017
Q1 | $406K | Sell |
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|
2016
Q4 | $388K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $55K | Buy |
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