Shira Ridge 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 | $520K | Hold |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $463K | Hold |
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|
2024
Q4 | $473K | Hold |
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|
2024
Q3 | $473K | Hold |
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|
2024
Q2 | $434K | Hold |
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|
2024
Q1 | $448K | Hold |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $423K | Buy |
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