PRW Wealth Management’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
2023
Q3
$235K Buy
2022
Q2
Sell
2022
Q1
$213K Hold
2021
Q4
$229K Sell
2021
Q3
$221K Sell
2021
Q2
$2.15M Buy
2019
Q2
Sell
2019
Q1
$74K Sell
2018
Q4
$98K Buy