MBL 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
$6.62M Buy
2025
Q2
$6.22M Sell
2025
Q1
$5.76M Sell
2024
Q4
$5.88M Sell
2024
Q3
$5.96M Sell
2024
Q2
$5.52M Buy
2024
Q1
$5.5M Buy
2023
Q4
$4.2M Buy
2023
Q3
$1.96M Buy
2023
Q2
$2.04M Buy
2023
Q1
$1.91M Sell
2022
Q4
$2.48M Buy
2022
Q3
$1.69M Sell
2022
Q2
$1.93M Buy
2022
Q1
$2.15M Buy
2021
Q3
$2.79M Buy
2021
Q1
$2.67M Buy
2020
Q4
$2.13M Buy