PCS
Private Client Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
16,288
+4,635
| +40% | +$1.3M | 1.78% | 10 |
|
|
2025
Q1 | $3.01M | Buy |
11,653
+4,731
| +68% | +$1.22M | 1.49% | 16 |
|
|
2024
Q4 | $1.83M | Sell |
6,922
-2,507
| -27% | -$662K | 0.98% | 29 |
|
|
2024
Q3 | $2.49M | Buy |
9,429
+803
| +9% | +$212K | 1.34% | 20 |
|
|
2024
Q2 | $2.09M | Sell |
8,626
-8
| -0.1% | -$1.94K | 1.31% | 22 |
|
|
2024
Q1 | $2.16M | Buy |
8,634
+5,248
| +155% | +$1.31M | 1.45% | 22 |
|
|
2023
Q4 | $788K | Buy |
+3,386
| New | +$788K | 0.65% | 45 |
|