OHWA
Oak Hill Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Buy |
82,599
+1,933
| +2% | +$545K | 4.83% | 6 |
|
|
2025
Q1 | $20.9M | Sell |
80,666
-385
| -0.5% | -$99.6K | 4.84% | 6 |
|
|
2024
Q4 | $21.4M | Buy |
+81,051
| New | +$21.4M | 5.1% | 6 |
|
|
2024
Q3 | – | Sell |
-165,677
| Closed | -$40.1M | – | 104 |
|
|
2024
Q2 | $40.1M | Buy |
+165,677
| New | +$40.1M | 12.16% | 2 |
|
|
2024
Q1 | – | Sell |
-172,031
| Closed | -$40M | – | 95 |
|
|
2023
Q4 | $40M | Buy |
172,031
+3,351
| +2% | +$780K | 13.78% | 2 |
|
|
2023
Q3 | $35.1M | Buy |
168,680
+5,097
| +3% | +$1.06M | 13.54% | 2 |
|
|
2023
Q2 | $36M | Buy |
163,583
+4,903
| +3% | +$1.08M | 13.29% | 2 |
|
|
2023
Q1 | $33.5M | Buy |
158,680
+3,887
| +3% | +$820K | 13.19% | 2 |
|
|
2022
Q4 | $31.5M | Buy |
+154,793
| New | +$31.5M | 13.03% | 2 |
|