Selective Wealth Management’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 | $619K | Sell |
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|
2025
Q2 | $598K | Sell |
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2025
Q1 | $618K | Sell |
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|
2024
Q4 | $744K | Sell |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $959K | Sell |
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|
2024
Q1 | $979K | Sell |
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|
2023
Q4 | $938K | Sell |
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|
2023
Q3 | $900K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2022
Q4 | $807K | Sell |
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|
2022
Q3 | $729K | Sell |
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|
2022
Q2 | $805K | Buy |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $12K | Buy |
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