SFG 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
Q2 | $527K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $493K | Sell |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $490K | Buy |
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $487K | Sell |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $873K | Buy |
|