RE Dickinson Investment 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
2024 Q4	$22.6M	Buy	34,212 +1,284	+4%	+$87.2K	1.27%	16
2024 Q3	$2.17M	Buy	32,928 +1,068	+3%	+$67.1K	1.22%	16
2024 Q2	$1.93M	Buy	31,860 +2,564	+9%	+$156K	1.18%	16
2024 Q1	$1.83M	Buy	29,296 +1,492	+5%	+$88.2K	1.14%	17
2023 Q4	$1.62M	Buy	27,804 +184	+0.7%	+$9.83K	1.08%	19
2023 Q3	$1.44M	Buy	27,620 +1,388	+5%	+$76.1K	1.01%	20
2023 Q2	$1.44M	Buy	26,232 +908	+4%	+$47.6K	0.53%	43
2023 Q1	$1.33M	Buy	25,324 +340	+1%	+$18.1K	0.45%	49
2022 Q4	$1.27M	Sell	24,984 -1,056	-4%	-$53.8K	0.53%	43
2022 Q3	$1.22M	Sell	26,040 -1,884	-7%	-$98.5K	1.01%	20
2022 Q2	$1.38K	Buy	27,924 +2,592	+10%	+$140K	0.2%	22
2022 Q1	$1.51M	Buy	25,332 +24,088	+1,936%	+$1.41M	1.01%	21
2021 Q4	$79K	Buy	+1,244	New	+$78K	0.06%	61