Physician 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 | $651K | Sell |
|
|||||
|
2025
Q1 | $619K | Buy |
|
|||||
|
2024
Q4 | $607K | Buy |
|
|||||
|
2024
Q3 | $498K | Buy |
|
|||||
|
2024
Q2 | $240K | Sell |
|
|||||
|
2024
Q1 | $260K | Buy |
|
|||||
|
2023
Q4 | $254K | Sell |
|
|||||
|
2023
Q3 | $271K | Buy |
|
|||||
|
2023
Q2 | $255K | Buy |
|
|||||
|
2023
Q1 | $242K | Sell |
|
|||||
|
2022
Q4 | $252K | Buy |
|
|||||
|
2022
Q3 | $230K | Buy |
|
|||||
|
2022
Q2 | $248K | Sell |
|
|||||
|
2022
Q1 | $309K | Sell |
|
|||||
|
2021
Q4 | $349K | Buy |
|
|||||
|
2021
Q3 | $349K | Buy |
|
|||||
|
2021
Q2 | $334K | Buy |
|
|||||
|
2021
Q1 | $316K | Buy |
|
|||||
|
2020
Q4 | $309K | Buy |
|
|||||
|
2020
Q3 | $250K | Sell |
|
|||||
|
2020
Q2 | $250K | Sell |
|
|||||
|
2020
Q1 | $205K | Buy |
|
|||||
|
2019
Q4 | $211K | Buy |
|
|||||
|
2019
Q3 | $203K | Buy |
|