Athena Investment Management’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
$665K Buy
2,378
+539
+29% +$151K 0.37% 71
2025
Q1
$476K Hold
1,839
0.29% 82
2024
Q4
$486K Hold
1,839
0.28% 83
2024
Q3
$485K Hold
1,839
0.28% 86
2024
Q2
$445K Hold
1,839
0.27% 84
2024
Q1
$459K Hold
1,839
0.28% 84
2023
Q4
$428K Hold
1,839
0.28% 86
2023
Q3
$383K Hold
1,839
0.27% 87
2023
Q2
$405K Hold
1,839
0.28% 87
2023
Q1
$388K Hold
1,839
0.28% 86
2022
Q4
$375K Hold
1,839
0.27% 87
2022
Q3
$346K Hold
1,839
0.29% 83
2022
Q2
$362K Buy
1,839
+750
+69% +$148K 0.29% 86
2022
Q1
$260K Buy
+1,089
New +$260K 0.2% 103