TrueWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
|
|||||
|
2025
Q2 | $1.41M | Sell |
|
|||||
|
2025
Q1 | $1.33M | Sell |
|
|||||
|
2024
Q4 | $1.38M | Sell |
|
|||||
|
2024
Q3 | $1.41M | Sell |
|
|||||
|
2024
Q2 | $1.32M | Buy |
|
|||||
|
2024
Q1 | $1.31M | Sell |
|
|||||
|
2023
Q4 | $1.31M | Sell |
|
|||||
|
2023
Q3 | $1.23M | Sell |
|
|||||
|
2023
Q2 | $1.4M | Sell |
|
|||||
|
2023
Q1 | $2M | Sell |
|
|||||
|
2022
Q4 | $3.69M | Sell |
|
|||||
|
2022
Q3 | $3.77M | Sell |
|
|||||
|
2022
Q2 | $4.41M | Sell |
|
|||||
|
2022
Q1 | $8.61M | Hold |
|
|||||
|
2021
Q4 | $8.61M | Buy |
|
|||||
|
2021
Q3 | $7.01M | Buy |
|
|||||
|
2021
Q2 | $6.24M | Buy |
|
|||||
|
2021
Q1 | $5.42M | Buy |
|
|||||
|
2020
Q4 | $3.64M | Buy |
|