Paces Ferry Wealth Advisors’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 | $593K | Hold |
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|
2025
Q1 | $548K | Hold |
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|
2024
Q4 | $560K | Hold |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $526K | Buy |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $437K | Sell |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $567K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $525K | Buy |
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|
2021
Q1 | $489K | Sell |
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|
2020
Q4 | $480K | Hold |
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|
2020
Q3 | $409K | Buy |
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