SIMA Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

SIMA Wealth Partners’s Portfolio VO Stock Details VO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$504K	Hold
2025 Q4	$509K	Hold
2025 Q3	$515K	Hold
2025 Q2	$491K	Sell
2025 Q1	$510K	Hold
2024 Q4	$521K	Sell
2024 Q3	$521K	Sell
2024 Q2	$486K	Buy