Unique Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Unique Wealth’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$633K	Buy
2025 Q1	$329K	Buy
2024 Q4	$322K	Hold
2024 Q3	$322K	Hold
2024 Q2	$295K	Hold
2024 Q1	$305K	Buy
2023 Q1	–	Sell
2022 Q4	$261K	Buy