Sequoia 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 | $3.61M | Buy |
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|
2025
Q2 | $2.54M | Buy |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $3.3M | Sell |
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|
2023
Q1 | $4.15M | Sell |
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|
2022
Q4 | $4.14M | Buy |
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|
2022
Q3 | $2.51M | Sell |
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|
2022
Q2 | $2.95M | Sell |
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|
2022
Q1 | $3.87M | Sell |
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|
2021
Q4 | $4.17M | Buy |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $3.54M | Buy |
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|
2021
Q1 | $1.96M | Sell |
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|
2020
Q4 | $2.06M | Buy |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $911K | Buy |
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|
2019
Q4 | $930K | Buy |
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|
2019
Q3 | $727K | Sell |
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|
2019
Q2 | $746K | Sell |
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|
2019
Q1 | $764K | Sell |
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|
2018
Q4 | $3.33M | Sell |
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|
2018
Q3 | $4.51M | Buy |
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|
2018
Q2 | $4.29M | Buy |
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|
2018
Q1 | $3.75M | Buy |
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|
2017
Q4 | $3.41M | Buy |
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|
2017
Q3 | $2.88M | Buy |
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|
2017
Q2 | $2.41M | Buy |
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|
2017
Q1 | $2.11M | Buy |
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