Balanced Wealth Group’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 | $260K | Sell |
907
-507
| -36% | -$145K | 0.11% | 66 |
|
|
2025
Q1 | $366K | Sell |
1,414
-163
| -10% | -$42.1K | 0.18% | 51 |
|
|
2024
Q4 | $435K | Sell |
1,577
-221
| -12% | -$60.9K | 0.2% | 47 |
|
|
2024
Q3 | $474K | Sell |
1,798
-571
| -24% | -$151K | 0.21% | 47 |
|
|
2024
Q2 | $569K | Sell |
2,369
-744
| -24% | -$179K | 0.26% | 41 |
|
|
2024
Q1 | $764K | Sell |
3,113
-2,752
| -47% | -$675K | 0.34% | 33 |
|
|
2023
Q4 | $1.36M | Buy |
+5,865
| New | +$1.36M | 0.71% | 25 |
|