Nvest Financial’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 | $630K | Sell |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $830K | Buy |
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|
2023
Q2 | $835K | Sell |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $875K | Sell |
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|
2022
Q3 | $833K | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.67M | Buy |
|