Seneca 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 | $372K | Hold |
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|
2025
Q2 | $354K | Hold |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $411K | Sell |
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|
2021
Q4 | $449K | Buy |
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