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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Sell |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $771K | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.92M | Sell |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $2.7M | Sell |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $2.63M | Sell |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $3.77M | Buy |
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|
2021
Q3 | $3.47M | Buy |
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|
2021
Q2 | $3.3M | Sell |
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|
2021
Q1 | $3.55M | Buy |
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|
2020
Q4 | $3.29M | Buy |
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