Morling Financial 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 | $182K | Hold |
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|
2025
Q1 | $168K | Sell |
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|
2024
Q4 | $175K | Buy |
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|
2024
Q3 | $172K | Hold |
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|
2024
Q2 | $158K | Hold |
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|
2024
Q1 | $163K | Sell |
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|
2023
Q4 | $155K | Buy |
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|
2023
Q3 | $136K | Hold |
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|
2023
Q2 | $143K | Buy |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $132K | Hold |
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|
2022
Q3 | $122K | Hold |
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|
2022
Q2 | $128K | Hold |
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|
2022
Q1 | $155K | Hold |
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|
2021
Q4 | $166K | Buy |
|