Monterey Private Wealth’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
Q1 | $871K | Sell |
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|
2024
Q4 | $902K | Buy |
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|
2024
Q3 | $766K | Sell |
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|
2024
Q2 | $724K | Sell |
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|
2024
Q1 | $786K | Buy |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $572K | Buy |
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|
2021
Q4 | $564K | Buy |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $345K | Buy |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $228K | Buy |
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