Whalerock Point Partners’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
Q2 | $351K | Hold |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $292K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $256K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $536K | Buy |
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|
2016
Q3 | $501K | Buy |
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|
2016
Q1 | $633K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $283K | Sell |
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|
2015
Q2 | $312K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $222K | Buy |
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