Oak Harbor Wealth Partners’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
2026 Q1	$17.1M	Buy	237,576 +11,880	+5%	+$883K	3.99%	3
2025 Q4	$16.4M	Buy	225,696 +2,600	+1%	+$189K	3.93%	3
2025 Q3	$16.4M	Buy	223,096 +13,824	+7%	+$993K	4.05%	3
2025 Q2	$14.6M	Sell	209,272 -988	-0.5%	-$64.9K	3.96%	3
2025 Q1	$13.6M	Buy	210,260 +6,804	+3%	+$457K	3.89%	3
2024 Q4	$13.4M	Buy	203,456 +2,804	+1%	+$190K	3.9%	4
2024 Q3	$13.2M	Buy	200,652 +12,472	+7%	+$783K	3.84%	4
2024 Q2	$11.4M	Buy	188,180 +2,196	+1%	+$133K	3.58%	3
2024 Q1	$11.6M	Buy	185,984 +54,120	+41%	+$3.2M	3.62%	2
2023 Q4	$7.67M	Buy	131,864 +131,540	+40,599%	+$7.03M	2.57%	7
2023 Q3	$16.9K	Hold	324	–	–	0.01%	205
2023 Q2	$17.8K	Hold	324	–	–	0.01%	212
2023 Q1	$17.1K	Hold	324	–	–	0.01%	205
2022 Q4	$16.5K	Hold	324	–	–	0.01%	198
2022 Q3	$15K	Hold	324	–	–	0.01%	195
2022 Q2	$16K	Hold	324	–	–	0.01%	194
2022 Q1	$19K	Hold	324	–	–	0.01%	208
2021 Q4	$21K	Buy	+324	New	+$20.3K	0.01%	214