Tolleson Wealth Management’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 Q4	$209K	Buy	+2,876	New	+$209K	0.03%	90
2025 Q2	–	Sell	-4,016	Closed	-$260K	–	88
2025 Q1	$260K	Hold	4,016	–	–	0.05%	80
2024 Q4	$265K	Hold	4,016	–	–	0.05%	89
2024 Q3	$265K	Hold	4,016	–	–	0.05%	74
2024 Q2	$244K	Hold	4,016	–	–	0.05%	76
2024 Q1	$251K	Sell	4,016 -348	-8%	-$20.6K	0.05%	75
2023 Q4	$254K	Buy	4,364 +348	+9%	+$18.6K	0.05%	74
2023 Q3	$209K	Sell	4,016 -640	-14%	-$35.1K	0.05%	76
2023 Q2	$256K	Hold	4,656	–	–	0.06%	73
2023 Q1	$246K	Hold	4,656	–	–	0.06%	69
2022 Q4	$237K	Hold	4,656	–	–	0.06%	74
2022 Q3	$219K	Hold	4,656	–	–	0.07%	68
2022 Q2	$229K	Hold	4,656	–	–	0.06%	67
2022 Q1	$277K	Buy	+4,656	New	+$273K	0.08%	64