West 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
$2.66M Sell
2025
Q2
$2.54M Buy
2025
Q1
$2.29M Buy
2024
Q4
$2.29M Sell
2024
Q3
$2.31M Buy
2024
Q2
$1.89M Buy
2024
Q1
$1.92M Buy
2023
Q4
$1.74M Buy
2023
Q3
$1.42M Buy
2023
Q2
$1.46M Buy
2023
Q1
$1.35M Buy
2022
Q4
$1.07M Sell
2022
Q3
$1.05M Buy
2022
Q2
$1.06M Buy
2022
Q1
$1.26M Buy
2021
Q4
$245K Sell
2021
Q3
$233K Buy