American Financial & Tax Strategies’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 | $310K | Hold |
1,108
| – | – | 0.16% | 83 |
|
2025
Q1 | $286K | Sell |
1,108
-6
| -0.5% | -$1.55K | 0.15% | 81 |
|
2024
Q4 | $294K | Hold |
1,114
| – | – | 0.15% | 79 |
|
2024
Q3 | $294K | Sell |
1,114
-89
| -7% | -$23.5K | 0.15% | 82 |
|
2024
Q2 | $291K | Sell |
1,203
-51
| -4% | -$12.3K | 0.15% | 82 |
|
2024
Q1 | $313K | Buy |
1,254
+30
| +2% | +$7.49K | 0.17% | 79 |
|
2023
Q4 | $285K | Buy |
+1,224
| New | +$285K | 0.16% | 81 |
|