Avestar Capital’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 | $312K | Buy |
+1,115
| New | +$312K | 0.02% | 339 |
|
2025
Q1 | – | Sell |
-1,417
| Closed | -$374K | – | 483 |
|
2024
Q4 | $374K | Buy |
+1,417
| New | +$374K | 0.03% | 313 |
|
2024
Q2 | – | Sell |
-15,618
| Closed | -$3.9M | – | 461 |
|
2024
Q1 | $3.9M | Buy |
15,618
+11,519
| +281% | +$2.88M | 0.41% | 46 |
|
2023
Q4 | $954K | Buy |
4,099
+494
| +14% | +$115K | 0.11% | 107 |
|
2023
Q3 | $751K | Buy |
+3,605
| New | +$751K | 0.11% | 110 |
|