TriaGen 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
2026 Q1	$15.4M	Buy	214,612 +3,072	+1%	+$228K	4.21%	4
2025 Q4	$15.3M	Buy	211,540 +5,572	+3%	+$405K	3.97%	4
2025 Q3	$15.1M	Buy	205,968 +6,352	+3%	+$456K	3.95%	3
2025 Q2	$14M	Buy	199,616 +14,268	+8%	+$937K	4.23%	3
2025 Q1	$12M	Sell	185,348 -1,856	-1%	-$125K	4.23%	3
2024 Q4	$12.4M	Buy	187,204 +1,356	+0.7%	+$92.1K	4.17%	3
2024 Q3	$12.3M	Buy	185,848 +8,444	+5%	+$530K	4.1%	3
2024 Q2	$10.7M	Buy	177,404 +888	+0.5%	+$54K	4.15%	4
2024 Q1	$11M	Buy	176,516 +15,388	+10%	+$909K	4.57%	3
2023 Q4	$9.37M	Buy	161,128 +6,364	+4%	+$340K	4.47%	2
2023 Q3	$8.06M	Buy	154,764 +4,412	+3%	+$242K	4.11%	3
2023 Q2	$8.28M	Buy	150,352 +5,840	+4%	+$306K	3.79%	3
2023 Q1	$7.62M	Buy	144,512 +3,752	+3%	+$200K	3.83%	3
2022 Q4	$7.17M	Buy	140,760 +2,740	+2%	+$140K	3.98%	3
2022 Q3	$6.49M	Buy	138,020 +33,492	+32%	+$1.75M	3.58%	2
2022 Q2	$5.15M	Buy	104,528 +4,160	+4%	+$225K	3.66%	2
2022 Q1	$5.97M	Buy	100,368 +8,728	+10%	+$512K	3.1%	2
2021 Q4	$5.84M	Buy	91,640 +1,328	+1%	+$83.2K	2.88%	2
2021 Q3	$5.35M	Buy	90,312 +3,180	+4%	+$192K	2.91%	2
2021 Q2	$5.24M	Buy	87,132 +9,100	+12%	+$527K	2.7%	2
2021 Q1	$4.32M	Buy	78,032 +8,956	+13%	+$486K	2.48%	2
2020 Q4	$3.57M	Buy	+69,076	New	+$3.34M	2.09%	3