Measured Wealth Private Client Group’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 | $1.19M | Sell |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.08M | Hold |
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|
2023
Q3 | $968K | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.15M | Hold |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.39M | Hold |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.15M | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $889K | Sell |
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|
2019
Q4 | $1.21M | Sell |
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|
2019
Q3 | $1.24M | Sell |
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|
2019
Q2 | $3.25M | Sell |
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|
2019
Q1 | $3.15M | Buy |
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|
2018
Q4 | $2.56M | Buy |
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|
2018
Q3 | $2.84M | Buy |
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|
2018
Q2 | $2.6M | Buy |
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|
2017
Q3 | $2.17M | Buy |
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