MBM Wealth Consultants’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 | $820K | Sell |
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|
2025
Q1 | $775K | Hold |
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|
2024
Q4 | $791K | Sell |
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|
2024
Q3 | $836K | Sell |
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|
2024
Q2 | $803K | Sell |
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|
2024
Q1 | $877K | Sell |
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|
2023
Q4 | $832K | Sell |
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|
2023
Q3 | $1.72M | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $1.9M | Hold |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $1.98M | Sell |
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|
2022
Q1 | $2.83M | Sell |
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|
2021
Q4 | $9.72M | Buy |
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|
2021
Q3 | $8.47M | Buy |
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|
2021
Q2 | $8.3M | Buy |
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|
2021
Q1 | $7.52M | Sell |
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|
2020
Q4 | $7.09M | Buy |
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|
2020
Q3 | $5.95M | Buy |
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|
2020
Q2 | $5.33M | Buy |
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|
2020
Q1 | $4.08M | Buy |
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|
2019
Q4 | $5.07M | Buy |
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|
2019
Q3 | $4.1M | Buy |
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|
2019
Q2 | $3.9M | Buy |
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|
2019
Q1 | $3.64M | Buy |
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|
2018
Q4 | $3M | Buy |
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