Sax 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 | $1.88M | Buy |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.84M | Hold |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $3.54M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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