Trellis 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
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2023
Q3 | $772K | Hold |
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2023
Q2 | $816K | Hold |
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2023
Q1 | $782K | Hold |
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2022
Q4 | $756K | Hold |
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2022
Q3 | $697K | Hold |
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2022
Q2 | $730K | Sell |
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2022
Q1 | $912K | Buy |
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2021
Q4 | $945K | Hold |
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2021
Q3 | $878K | Hold |
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2021
Q2 | $880K | Hold |
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2021
Q1 | $821K | Hold |
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2020
Q4 | $767K | Hold |
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2020
Q3 | $654K | Hold |
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2020
Q2 | $608K | Hold |
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2020
Q1 | $488K | Hold |
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2019
Q4 | $661K | Buy |
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2019
Q3 | $575K | Hold |
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2019
Q2 | $573K | Hold |
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2019
Q1 | $551K | Hold |
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2018
Q4 | $474K | Hold |
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2018
Q3 | $563K | Hold |
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2018
Q2 | $541K | Buy |
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