National Wealth Management Group’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
$1.63M Buy
2025
Q2
$728K Buy
2025
Q1
$382K Buy
2024
Q4
$380K Buy
2024
Q3
$353K Buy
2024
Q2
$286K Sell
2024
Q1
$518K Buy
2023
Q4
$473K Buy
2023
Q3
$397K Hold
2023
Q2
$422K Buy
2023
Q1
$379K Sell
2022
Q4
$461K Buy
2022
Q3
$397K Buy