Regent Peak Wealth 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 | $359K | Buy |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $371K | Buy |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $342K | Hold |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $386K | Buy |
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|
2020
Q2 | $358K | Sell |
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|
2020
Q1 | $396K | Sell |
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|
2019
Q4 | $675K | Buy |
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