Sightline Wealth 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
2026 Q1	$505K	Buy	7,032 +12	+0.2%	+$892	0.21%	54
2025 Q4	$509K	Sell	7,020 -1,140	-14%	-$82.9K	0.22%	59
2025 Q3	$599K	Sell	8,160 -1,256	-13%	-$90.2K	0.27%	49
2025 Q2	$659K	Sell	9,416 -984	-9%	-$64.6K	0.32%	46
2025 Q1	$672K	Sell	10,400 -1,268	-11%	-$85.1K	0.35%	44
2024 Q4	$771K	Sell	11,668 -5,064	-30%	-$344K	0.42%	40
2024 Q3	$1.1M	Sell	16,732 -3,428	-17%	-$215K	0.61%	34
2024 Q2	$1.22M	Sell	20,160 -2,620	-12%	-$159K	0.76%	28
2024 Q1	$1.42M	Sell	22,780 -10,160	-31%	-$600K	0.94%	25
2023 Q4	$1.92M	Sell	32,940 -1,872	-5%	-$100K	1.46%	16
2023 Q3	$1.81M	Sell	34,812 -20,848	-37%	-$1.14M	1.69%	15
2023 Q2	$2.93M	Buy	55,660 +4,532	+9%	+$238K	2.92%	9
2023 Q1	$2.7M	Sell	51,128 -2,000	-4%	-$106K	2.75%	9
2022 Q4	$2.71M	Buy	53,128 +428	+0.8%	+$21.8K	2.92%	9
2022 Q3	$2.55M	Sell	52,700 -1,024	-2%	-$53.5K	3%	9
2022 Q2	$2.63M	Sell	53,724 -4,116	-7%	-$222K	2.57%	11
2022 Q1	$3.44M	Sell	57,840 -1,204	-2%	-$70.6K	2.86%	10
2021 Q4	$3.77M	Buy	59,044 +412	+0.7%	+$25.8K	3.37%	7
2021 Q3	$3.47M	Buy	58,632 +2,976	+5%	+$180K	2.89%	10
2021 Q2	$3.3M	Sell	55,656 -8,240	-13%	-$478K	2.73%	12
2021 Q1	$3.55M	Buy	63,896 +180	+0.3%	+$9.77K	3.28%	9
2020 Q4	$3.29M	Buy	+63,716	New	+$3.09M	3.25%	10