McClarren Financial Advisors’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
2026 Q1	$9.7M	Sell	135,076 -23,100	-15%	-$1.72M	5.74%	5
2025 Q4	$9.73M	Buy	158,176 +29,556	+23%	+$2.15M	5.81%	5
2025 Q3	$9.87M	Sell	128,620 -8,960	-7%	-$643K	6.04%	5
2025 Q2	$9.62M	Buy	137,580 +7,704	+6%	+$506K	6.26%	5
2025 Q1	$8.95M	Buy	+129,876	New	+$8.72M	5.92%	5
2024 Q4	–	Sell	-131,672	Closed	-$22K	–	311
2024 Q3	$22K	Sell	131,672 -28	-0%	-$1.76K	2.77%	9
2024 Q2	$8.54M	Sell	131,700 -12,292	-9%	-$747K	5.97%	4
2024 Q1	$8.99M	Buy	143,992 +616	+0.4%	+$36.4K	6.46%	4
2023 Q4	$8.34M	Buy	143,376 +6,808	+5%	+$364K	6.35%	4
2023 Q3	$7.1M	Buy	136,568 +1,268	+0.9%	+$69.5K	6.19%	4
2023 Q2	$7.45M	Buy	135,300 +9,308	+7%	+$488K	6.16%	4
2023 Q1	$6.59M	Buy	125,992 +3,216	+3%	+$171K	6%	4
2022 Q4	$6.25M	Buy	122,776 +6,680	+6%	+$340K	5.94%	4
2022 Q3	$5.46M	Buy	116,096 +98,820	+572%	+$5.16M	5.44%	6
2022 Q2	$850K	Sell	17,276 -92,444	-84%	-$4.99M	2.72%	11
2022 Q1	$6.52M	Sell	109,720 -4	-0%	-$235	4.72%	7
2021 Q4	$6.97M	Sell	109,724 -4,240	-4%	-$266K	4.76%	6
2021 Q3	$6.75M	Buy	113,964 +4,200	+4%	+$254K	5.26%	5
2021 Q2	$6.51M	Buy	109,764 +5,796	+6%	+$336K	5.28%	7
2021 Q1	$5.76M	Buy	103,968 +1,624	+2%	+$88.1K	5.15%	7
2020 Q4	$5.29M	Buy	+102,344	New	+$4.96M	5.08%	7