Roger Wittlin Investment Advisory’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 | $5.5M | Sell |
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|
2025
Q2 | $5.26M | Sell |
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|
2025
Q1 | $5.03M | Sell |
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|
2024
Q4 | $5.22M | Buy |
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|
2024
Q3 | $5.19M | Sell |
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|
2024
Q2 | $4.77M | Sell |
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|
2024
Q1 | $5.05M | Sell |
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|
2023
Q4 | $4.98M | Buy |
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|
2023
Q3 | $4.19M | Buy |
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|
2023
Q2 | $4.22M | Sell |
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|
2023
Q1 | $4.24M | Sell |
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|
2022
Q4 | $5.29M | Buy |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $7.6M | Sell |
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|
2022
Q1 | $14.4M | Buy |
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|
2021
Q4 | $15.4M | Buy |
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