Yoffe Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Yoffe Investment Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Sell	21,378 -2	-0%	-$155	1.97%	9
2026 Q1	$1.53M	Hold	21,380	–	–	1.97%	10
2025 Q4	$1.55M	Hold	21,380	–	–	1.98%	8
2025 Q3	$1.57M	Hold	21,380	–	–	2.04%	9
2025 Q2	$1.5M	Buy	21,380 +4	+0%	+$263	2.05%	9
2025 Q1	$1.38M	Sell	21,376 -4	-0%	-$268	2.03%	8
2024 Q4	$1.41M	Buy	+21,380	New	+$1.45M	2.1%	9

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Wealth Enhancement Advisory Services

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