ABLE Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
1,011
-882
| -47% | -$247K | 0.07% | 168 |
|
|
2025
Q1 | $490K | Sell |
1,893
-230
| -11% | -$59.5K | 0.14% | 104 |
|
|
2024
Q4 | $561K | Sell |
2,123
-8
| -0.4% | -$2.11K | 0.17% | 93 |
|
|
2024
Q3 | $562K | Buy |
2,131
+261
| +14% | +$68.9K | 0.17% | 93 |
|
|
2024
Q2 | $453K | Buy |
+1,870
| New | +$453K | 0.16% | 99 |
|
|
2023
Q4 | – | Sell |
-1,055
| Closed | -$220K | – | 155 |
|
|
2023
Q3 | $220K | Buy |
1,055
+133
| +14% | +$27.7K | 0.11% | 126 |
|
|
2023
Q2 | $203K | Sell |
922
-2,371
| -72% | -$522K | 0.11% | 138 |
|
|
2023
Q1 | $695K | Buy |
+3,293
| New | +$695K | 0.45% | 47 |
|