Perfromance Wealth Partners’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
$301K Hold
2025
Q2
$287K Buy
2024
Q1
Sell
2023
Q4
$5.83M Buy
2023
Q3
$5.06M Buy
2023
Q2
$4.44M Buy
2023
Q1
$3.26M Buy
2022
Q4
$907K Buy
2022
Q1
Sell
2021
Q4
$229K Buy