Valley Wealth Managers’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 | $7.05K | Hold |
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2025
Q2 | $6.72K | Hold |
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2025
Q1 | $6.21K | Hold |
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|
2024
Q4 | $6.34K | Hold |
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|
2024
Q3 | $6.33K | Hold |
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|
2024
Q2 | $5.81K | Hold |
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|
2024
Q1 | $6K | Sell |
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|
2023
Q4 | $9.31K | Hold |
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|
2023
Q3 | $8.33K | Hold |
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|
2023
Q2 | $8.81K | Hold |
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|
2023
Q1 | $8.44K | Hold |
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|
2022
Q4 | $8.15K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $8K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $24K | Buy |
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|
2016
Q4 | $8K | Buy |
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