Private Client Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Private Client Services’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.86M	Buy
2025 Q2	$4.56M	Buy
2025 Q1	$3.01M	Buy
2024 Q4	$1.83M	Sell
2024 Q3	$2.49M	Buy
2024 Q2	$2.09M	Sell
2024 Q1	$2.16M	Buy
2023 Q4	$788K	Buy