Waldron Private Wealth’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 | $1.04M | Buy |
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|
2025
Q2 | $594K | Sell |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $786K | Buy |
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|
2024
Q2 | $710K | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $644K | Buy |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.37M | Hold |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.71M | Hold |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $866K | Hold |
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|
2021
Q1 | $808K | Hold |
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|
2020
Q4 | $754K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $343K | Hold |
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|
2018
Q2 | $330K | Hold |
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|
2018
Q1 | $323K | Hold |
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|
2017
Q4 | $324K | Buy |
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