Williams Jones Wealth Management’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 | $1.72M | Sell |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $933K | Hold |
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|
2024
Q1 | $963K | Hold |
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|
2023
Q4 | $897K | Sell |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $923K | Hold |
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|
2022
Q2 | $967K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $826K | Hold |
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|
2020
Q4 | $771K | Hold |
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|
2020
Q3 | $658K | Sell |
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|
2020
Q2 | $851K | Sell |
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|
2020
Q1 | $824K | Hold |
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|
2019
Q4 | $1.11M | Hold |
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|
2019
Q3 | $1.05M | Buy |
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