Mogy Joel R Investment Counsel’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 | $1.26M | Hold |
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|
2025
Q2 | $1.2M | Hold |
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2025
Q1 | $1.11M | Hold |
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|
2024
Q4 | $1.14M | Hold |
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|
2024
Q3 | $1.14M | Hold |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.04M | Hold |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $914K | Buy |
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|
2022
Q2 | $956K | Buy |
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|
2022
Q1 | $1.13M | Hold |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.05M | Hold |
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|
2020
Q4 | $977K | Hold |
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|
2020
Q3 | $833K | Sell |
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|
2020
Q2 | $799K | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.46M | Buy |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.42M | Sell |
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|
2019
Q1 | $1.37M | Sell |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $1.45M | Sell |
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|
2018
Q2 | $1.43M | Sell |
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|
2018
Q1 | $1.42M | Sell |
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|
2017
Q4 | $1.43M | Hold |
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|
2017
Q3 | $1.36M | Hold |
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|
2017
Q2 | $1.32M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $1.1M | Buy |
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|
2016
Q3 | $1.04M | Sell |
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|
2016
Q2 | $1.03M | Sell |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q4 | $880 | Sell |
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|
2015
Q3 | $895K | Buy |
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|
2015
Q2 | $933K | Buy |
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|
2015
Q1 | $952K | Buy |
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|
2014
Q4 | $877K | Hold |
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|
2014
Q3 | $833K | Hold |
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|
2014
Q2 | $843K | Hold |
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|
2014
Q1 | $806K | Hold |
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|
2013
Q4 | $781K | Hold |
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|
2013
Q3 | $728K | Sell |
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|
2013
Q2 | $695K | Buy |
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