Annex Advisory 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 | $676K | Sell |
2,416
-822
| -25% | -$230K | 0.02% | 186 |
|
|
2025
Q1 | $837K | Buy |
3,238
+2
| +0.1% | +$517 | 0.02% | 173 |
|
|
2024
Q4 | $855K | Buy |
3,236
+917
| +40% | +$242K | 0.03% | 176 |
|
|
2024
Q3 | $612K | Sell |
2,319
-244
| -10% | -$64.4K | 0.02% | 176 |
|
|
2024
Q2 | $620K | Buy |
2,563
+248
| +11% | +$60K | 0.02% | 168 |
|
|
2024
Q1 | $578K | Buy |
+2,315
| New | +$578K | 0.02% | 167 |
|