YHB Investment Advisors’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 | $351K | Hold |
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|
2025
Q2 | $334K | Sell |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $323K | Hold |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $277K | Hold |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $219K | Buy |
|