Wimmer Associates 1’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 | $389K | Sell |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $408K | Hold |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $375K | Hold |
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|
2023
Q4 | $349K | Buy |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $299K | Sell |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $373K | Sell |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $252K | Sell |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $398K | Sell |
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|
2019
Q3 | $387K | Hold |
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|
2019
Q2 | $386K | Sell |
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|
2019
Q1 | $398K | Hold |
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|
2018
Q4 | $342K | Hold |
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|
2018
Q3 | $406K | Sell |
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|
2018
Q2 | $403K | Sell |
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|
2018
Q1 | $395K | Hold |
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|
2017
Q4 | $396K | Sell |
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|
2017
Q3 | $400K | Sell |
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|
2017
Q2 | $397K | Sell |
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|
2017
Q1 | $421K | Buy |
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