TruWealth 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 | $7.82M | Sell |
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|
2025
Q2 | $7.64M | Sell |
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|
2025
Q1 | $7.14M | Sell |
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|
2024
Q4 | $7.39M | Sell |
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|
2024
Q3 | $7.42M | Sell |
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|
2024
Q2 | $6.81M | Sell |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $9.05M | Buy |
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|
2023
Q2 | $9.51M | Buy |
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|
2023
Q1 | $9.02M | Buy |
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|
2022
Q4 | $8.32M | Buy |
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|
2022
Q3 | $7.43M | Buy |
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|
2022
Q2 | $7.25M | Buy |
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|
2022
Q1 | $8.32M | Buy |
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