Wells 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 | $2.53M | Sell |
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|
2025
Q2 | $2.44M | Sell |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $7.14M | Sell |
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|
2024
Q1 | $8.8M | Sell |
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|
2023
Q4 | $8.27M | Sell |
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|
2023
Q3 | $7.51M | Buy |
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|
2023
Q2 | $7.94M | Sell |
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|
2023
Q1 | $7.7M | Sell |
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|
2022
Q4 | $7.5M | Sell |
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|
2022
Q3 | $7.57M | Sell |
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|
2022
Q2 | $8.26M | Sell |
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|
2022
Q1 | $9.99M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $9.34M | Buy |
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|
2021
Q2 | $9.27M | Sell |
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|
2021
Q1 | $8.65M | Buy |
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|
2020
Q4 | $2.03M | Buy |
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