Milestone Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.43M | Sell |
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|
2025
Q1 | $8.8M | Buy |
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|
2024
Q4 | $965K | Buy |
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|
2024
Q3 | $653K | Sell |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $620K | Hold |
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $431K | Buy |
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