BankPlus 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
$966K Buy
3,452
+797
+30% +$223K 0.64% 26
2025
Q1
$687K Buy
2,655
+1,558
+142% +$403K 0.5% 37
2024
Q4
$289K Buy
+1,097
New +$289K 0.22% 87