Warner Financial’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
$9.1M Buy
2025
Q2
$8.41M Buy
2025
Q1
$7.71M Sell
2024
Q4
$7.94M Buy
2024
Q3
$7.77M Buy
2024
Q2
$6.87M Buy
2024
Q1
$6.86M Buy
2023
Q4
$6.23M Buy
2023
Q3
$5.38M Buy
2023
Q2
$5.51M Buy
2023
Q1
$5.04M Buy
2022
Q4
$4.83M Sell
2022
Q3
$4.49M Buy
2022
Q2
$4.32M Buy
2022
Q1
$5.04M Buy
2021
Q4
$4.91M Buy