Avalon Trust’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 | $3.08K | Sell |
11
-122
| -92% | -$34.1K | ﹤0.01% | 378 |
|
|
2025
Q1 | $34.4K | Sell |
133
-267
| -67% | -$69.1K | ﹤0.01% | 295 |
|
|
2024
Q4 | $106K | Hold |
400
| – | – | 0.01% | 162 |
|
|
2024
Q3 | $105K | Buy |
+400
| New | +$105K | 0.01% | 159 |
|
|
2024
Q2 | – | Sell |
-250
| Closed | -$62.5K | – | 338 |
|
|
2024
Q1 | $62.5K | Hold |
250
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $58.2K | Buy |
+250
| New | +$58.2K | 0.01% | 198 |
|