Transamerica Financial Advisors’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
2026 Q1	$19.4M	Sell	269,776 -26,132	-9%	-$1.94M	1.65%	6
2025 Q4	$21.5M	Sell	295,908 -26,928	-8%	-$1.96M	1.79%	7
2025 Q3	$23.7M	Buy	322,836 +1,480	+0.5%	+$106K	1.97%	5
2025 Q2	$22.5M	Sell	321,356 -3,196	-1%	-$210K	2.11%	5
2025 Q1	$21M	Buy	324,552 +17,856	+6%	+$1.2M	2.14%	5
2024 Q4	$20.3M	Sell	306,696 -4,880	-2%	-$331K	2%	5
2024 Q3	$20.6M	Sell	311,576 -11,268	-3%	-$707K	2.01%	5
2024 Q2	$19.5M	Hold	322,844	–	–	2.09%	4
2024 Q1	$20.2M	Buy	+322,844	New	+$19.1M	2.05%	5
2023 Q4	–	Sell	-124	Closed	-$7K	–	657
2023 Q3	$7K	Hold	124	–	–	﹤0.01%	347
2023 Q2	$7K	Hold	124	–	–	﹤0.01%	316
2023 Q1	$7K	Hold	124	–	–	﹤0.01%	325
2022 Q4	$7K	Buy	+124	New	+$6.32K	﹤0.01%	329
2016 Q4	–	Sell	-72	Closed	-$3K	–	474
2016 Q3	$3K	Buy	+72	New	+$2.31K	﹤0.01%	305