Tower View 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
Q3 | $415K | Sell |
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|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $369K | Buy |
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|
2024
Q4 | $375K | Buy |
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|
2024
Q3 | $373K | Buy |
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $387K | Sell |
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|
2021
Q2 | $399K | Sell |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $348K | Buy |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $610K | Buy |
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|
2019
Q4 | $698K | Sell |
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|
2019
Q3 | $670K | Buy |
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|
2019
Q2 | $664K | Buy |
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|
2019
Q1 | $635K | Sell |
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|
2018
Q4 | $546K | Buy |
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|
2018
Q3 | $642K | Sell |
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|
2018
Q2 | $618K | Buy |
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|
2018
Q1 | $602K | Sell |
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|
2017
Q4 | $616K | Buy |
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