Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $123M | Buy |
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|
2023
Q2 | $61.5M | Sell |
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|
2023
Q1 | $60.7M | Sell |
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|
2022
Q4 | $104M | Sell |
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|
2022
Q3 | $113M | Buy |
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|
2022
Q2 | $60.8M | Sell |
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|
2022
Q1 | $73.8M | Buy |
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|
2021
Q4 | $77.6M | Sell |
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|
2021
Q3 | $73.4M | Buy |
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|
2021
Q2 | $73.5M | Buy |
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|
2021
Q1 | $68.3M | Sell |
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|
2020
Q4 | $64.7M | Buy |
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|
2020
Q3 | $7.38M | Hold |
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|
2020
Q2 | $6.86M | Sell |
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|
2020
Q1 | $5.53M | Buy |
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|
2019
Q4 | $333K | Hold |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $31K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $33K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $7K | Sell |
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|
2014
Q1 | $9K | Hold |
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|
2013
Q4 | $9K | Buy |
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