Patten Group’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 | $2.37M | Buy |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $2.08M | Sell |
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|
2021
Q4 | $2.24M | Hold |
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|
2021
Q3 | $2.08M | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.86M | Sell |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.17M | Hold |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $899K | Sell |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $1.14M | Sell |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $1.29M | Hold |
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|
2018
Q2 | $1.24M | Buy |
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|
2018
Q1 | $1.21M | Buy |
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|
2017
Q4 | $1.21M | Hold |
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|
2017
Q3 | $1.15M | Hold |
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|
2017
Q2 | $1.13M | Sell |
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|
2017
Q1 | $1.09M | Buy |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q3 | $881K | Buy |
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|
2016
Q2 | $848K | Buy |
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|
2016
Q1 | $814K | Hold |
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|
2015
Q4 | $806K | Buy |
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|
2015
Q3 | $759K | Buy |
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|
2015
Q2 | $747K | Sell |
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|
2015
Q1 | $816K | Buy |
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|
2014
Q4 | $756K | Buy |
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