Strategic Wealth Partners’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 | $218K | Sell |
|
|||||
|
2025
Q2 | $362K | Buy |
|
|||||
|
2024
Q4 | $357K | Buy |
|
|||||
|
2024
Q3 | $292K | Sell |
|
|||||
|
2024
Q2 | $292K | Sell |
|
|||||
|
2024
Q1 | $303K | Buy |
|
|||||
|
2023
Q4 | $268K | Sell |
|
|||||
|
2023
Q3 | $242K | Sell |
|
|||||
|
2023
Q2 | $258K | Buy |
|
|||||
|
2023
Q1 | $237K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $680K | Sell |
|
|||||
|
2021
Q4 | $738K | Sell |
|
|||||
|
2021
Q3 | $699K | Buy |
|
|||||
|
2021
Q2 | $686K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $20K | Hold |
|
|||||
|
2018
Q1 | $20K | Buy |
|