Avaii Wealth 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 | $365K | Hold |
1,306
| – | – | 0.16% | 80 |
|
|
2025
Q1 | $338K | Hold |
1,306
| – | – | 0.18% | 74 |
|
|
2024
Q4 | $345K | Sell |
1,306
-40
| -3% | -$10.6K | 0.17% | 82 |
|
|
2024
Q3 | $355K | Sell |
1,346
-6
| -0.4% | -$1.58K | 0.18% | 81 |
|
|
2024
Q2 | $327K | Hold |
1,352
| – | – | 0.18% | 100 |
|
|
2024
Q1 | $338K | Sell |
1,352
-3
| -0.2% | -$749 | 0.2% | 97 |
|
|
2023
Q4 | $315K | Hold |
1,355
| – | – | 0.21% | 103 |
|
|
2023
Q3 | $282K | Hold |
1,355
| – | – | 0.21% | 103 |
|
|
2023
Q2 | $298K | Sell |
1,355
-14
| -1% | -$3.08K | 0.23% | 99 |
|
|
2023
Q1 | $289K | Sell |
1,369
-5
| -0.4% | -$1.06K | 0.25% | 95 |
|
|
2022
Q4 | $280K | Hold |
1,374
| – | – | 0.25% | 93 |
|
|
2022
Q3 | $258K | Hold |
1,374
| – | – | 0.27% | 88 |
|
|
2022
Q2 | $271K | Hold |
1,374
| – | – | 0.29% | 75 |
|
|
2022
Q1 | $327K | Buy |
1,374
+19
| +1% | +$4.52K | 0.3% | 64 |
|
|
2021
Q4 | $345K | Buy |
+1,355
| New | +$345K | 0.35% | 65 |
|