Adapt Wealth Advisors’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 | $3.75M | Sell |
13,408
-196
| -1% | -$54.8K | 1.68% | 18 |
|
|
2025
Q1 | $3.52M | Sell |
13,604
-45
| -0.3% | -$11.6K | 1.72% | 18 |
|
|
2024
Q4 | $3.61M | Sell |
13,649
-135
| -1% | -$35.7K | 1.77% | 19 |
|
|
2024
Q3 | $3.64M | Sell |
13,784
-495
| -3% | -$131K | 1.95% | 18 |
|
|
2024
Q2 | $3.46M | Buy |
14,279
+155
| +1% | +$37.5K | 2.17% | 17 |
|
|
2024
Q1 | $3.53M | Buy |
+14,124
| New | +$3.53M | 2.51% | 15 |
|