Antonelli Financial 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
$979K Sell
3,499
-7,296
-68% -$2.04M 0.71% 21
2025
Q1
$2.79M Sell
10,795
-30,917
-74% -$8M 2.25% 13
2024
Q4
$11M Buy
+41,712
New +$11M 9.31% 3