Wheelhouse Advisory Group’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
$12.1M Buy
2025
Q2
$10.8M Buy
2025
Q1
$9.59M Buy
2024
Q4
$9.29M Buy
2024
Q3
$8.84M Buy
2024
Q2
$7.69M Buy
2024
Q1
$7.5M Buy
2023
Q4
$6.26M Buy