Sonoma Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Sonoma Private Wealth’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$292K	Hold
2025 Q1	$270K	Sell
2024 Q4	$673K	Sell
2024 Q3	$679K	Sell
2024 Q2	$663K	Buy
2024 Q1	$654K	Sell
2023 Q4	$614K	Sell
2023 Q3	$659K	Buy
2023 Q2	$580K	Buy
2023 Q1	$433K	Buy