One Wealth Management Investment & Advisory Services’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
$353K Sell
2025
Q2
$358K Sell
2025
Q1
$348K Hold
2024
Q4
$356K Sell
2024
Q3
$357K Sell
2024
Q2
$345K Sell
2024
Q1
$374K Sell
2023
Q4
$532K Buy