Sheets Smith 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 | $4.26M | Buy |
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|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $2.95M | Sell |
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|
2024
Q3 | $2.98M | Sell |
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|
2024
Q2 | $3.25M | Sell |
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|
2024
Q1 | $4.06M | Buy |
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|
2023
Q4 | $3.45M | Sell |
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|
2023
Q3 | $3.16M | Buy |
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|
2023
Q2 | $3.31M | Buy |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $416K | Buy |
|