Websterrogers Financial 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 | $201K | Sell |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $3.37M | Sell |
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|
2023
Q1 | $3.83M | Buy |
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|
2022
Q4 | $3.4M | Buy |
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