Willow Creek 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 | $764K | Buy |
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|
2025
Q1 | $489K | Buy |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $434K | Hold |
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|
2024
Q2 | $398K | Hold |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $398K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $343K | Buy |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $367K | Buy |
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|
2019
Q2 | $365K | Buy |
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