AFG Fiduciary Services’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 | $2.29M | Buy |
8,142
+704
| +9% | +$198K | 1.46% | 17 |
|
|
2025
Q1 | $1.83M | Buy |
7,438
+954
| +15% | +$235K | 1.34% | 19 |
|
|
2024
Q4 | $1.75M | Hold |
6,484
| – | – | 1.23% | 21 |
|
|
2024
Q3 | $1.73M | Sell |
6,484
-59
| -0.9% | -$15.7K | 1.16% | 18 |
|
|
2024
Q2 | $1.64M | Sell |
6,543
-665
| -9% | -$167K | 1.14% | 20 |
|
|
2024
Q1 | $1.78M | Sell |
7,208
-3,524
| -33% | -$872K | 1.32% | 16 |
|
|
2023
Q4 | $2.48M | Sell |
10,732
-364
| -3% | -$84.1K | 2.02% | 11 |
|
|
2023
Q3 | $2.29M | Sell |
11,096
-769
| -6% | -$159K | 2.03% | 12 |
|
|
2023
Q2 | $2.67M | Sell |
11,865
-11,306
| -49% | -$2.54M | 2.01% | 13 |
|
|
2023
Q1 | $3.21M | Sell |
23,171
-1,135
| -5% | -$157K | 2.97% | 9 |
|
|
2022
Q4 | $3.32M | Buy |
24,306
+15,011
| +161% | +$2.05M | 3.13% | 8 |
|
|
2022
Q3 | $1.75M | Sell |
9,295
-2,148
| -19% | -$404K | 1.65% | 16 |
|
|
2022
Q2 | $2.25M | Sell |
11,443
-400
| -3% | -$78.8K | 1.96% | 14 |
|
|
2022
Q1 | $2.82M | Buy |
+11,843
| New | +$2.82M | 1.98% | 12 |
|