Meritage Portfolio Management’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 | $402K | Buy |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $648K | Buy |
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|
2023
Q1 | $564K | Sell |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $571K | Hold |
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|
2022
Q1 | $689K | Hold |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $629K | Hold |
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|
2021
Q2 | $630K | Hold |
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|
2021
Q1 | $588K | Buy |
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