Axis Wealth Partners’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
$251K Sell
898
-131
-13% -$36.7K 0.17% 126
2025
Q1
$266K Sell
1,029
-39
-4% -$10.1K 0.2% 123
2024
Q4
$282K Buy
+1,068
New +$282K 0.24% 109