Strategic Investment Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Strategic Investment Solutions’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
2026 Q2	$88.3K	Hold	1,096	–	–	0.02%	215
2026 Q1	$78.7K	Hold	1,096	–	–	0.02%	220
2025 Q4	$79.5K	Hold	1,096	–	–	0.02%	207
2025 Q3	$80.5K	Buy	1,096 +400	+57%	+$28.7K	0.02%	187
2025 Q2	$48.7K	Hold	696	–	–	0.01%	211
2025 Q1	$45K	Hold	696	–	–	0.01%	208
2024 Q4	$46K	Sell	696 -1,468	-68%	-$99.7K	0.02%	215
2024 Q3	$143K	Buy	2,164 +2,028	+1,491%	+$127K	0.04%	115
2024 Q2	$8.05K	Buy	+136	New	+$8.27K	﹤0.01%	369
2023 Q4	$40.5K	Sell	696 -38,292	-98%	-$2.05M	0.01%	516
2023 Q3	$2.13M	Buy	38,988 +38,232	+5,057%	+$2.1M	0.03%	216
2023 Q2	$38.9K	Buy	756 +40	+6%	+$2.1K	0.01%	347
2023 Q1	$37.8K	Buy	+716	New	+$38.1K	0.01%	419

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return