Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $165K | Buy |
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|
2025
Q2 | $98.7K | Sell |
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|
2025
Q1 | $157K | Buy |
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|
2024
Q4 | $158K | Buy |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $809K | Sell |
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|
2023
Q4 | $771K | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $587K | Buy |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $653K | Buy |
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|
2021
Q2 | $604K | Sell |
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|
2021
Q1 | $566K | Buy |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $313K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Buy |
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|
2019
Q3 | $149K | Sell |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $70K | Buy |
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