SC&H Financial 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 | $954K | Sell |
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|
2025
Q2 | $911K | Sell |
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|
2025
Q1 | $849K | Hold |
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|
2024
Q4 | $867K | Hold |
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|
2024
Q3 | $866K | Hold |
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|
2024
Q2 | $794K | Hold |
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|
2024
Q1 | $820K | Buy |
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|
2023
Q4 | $743K | Hold |
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|
2023
Q3 | $665K | Hold |
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|
2023
Q2 | $703K | Hold |
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|
2023
Q1 | $673K | Hold |
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|
2022
Q4 | $651K | Hold |
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|
2022
Q3 | $600K | Sell |
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|
2022
Q2 | $967K | Buy |
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|
2022
Q1 | $759K | Hold |
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|
2021
Q4 | $813K | Buy |
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