Roberts Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Roberts Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$417K	Buy
2024 Q3	$251K	Hold
2024 Q2	$231K	Hold
2024 Q1	$227K	Buy
2023 Q4	–	Sell
2023 Q3	$200K	Hold
2023 Q2	$210K	Buy