SkyOak Wealth’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 | $309K | Sell |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $314K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $310K | Hold |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $308K | Hold |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $707K | Sell |
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|
2020
Q3 | $605K | Sell |
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|
2020
Q2 | $680K | Sell |
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|
2020
Q1 | $555K | Buy |
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|
2019
Q4 | $576K | Buy |
|