Safeguard Investment Advisory Group’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
Q2
$295K Buy
2025
Q1
$273K Buy
2024
Q4
$218K Buy
2024
Q3
$213K Buy
2024
Q2
Sell
2024
Q1
$288K Sell
2023
Q4
$274K Buy
2023
Q3
$241K Sell
2023
Q2
$257K Sell
2023
Q1
$246K Sell
2022
Q4
$287K Buy
2022
Q3
$262K Sell
2022
Q2
$335K Hold
2022
Q1
$335K Sell
2021
Q4
$388K Buy
2021
Q3
$359K Buy
2021
Q2
$359K Buy
2021
Q1
$334K Buy
2020
Q4
$312K Buy