VERITY Wealth 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 | $417K | Buy |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $360K | Hold |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $458K | Buy |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $508K | Buy |
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|
2021
Q2 | $509K | Buy |
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|
2021
Q1 | $474K | Buy |
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|
2020
Q4 | $442K | Buy |
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|
2020
Q3 | $375K | Buy |
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $483K | Sell |
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|
2019
Q3 | $655K | Buy |
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|
2019
Q2 | $652K | Sell |
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|
2019
Q1 | $629K | Buy |
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|
2018
Q4 | $538K | Buy |
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