Beam Wealth Advisors’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 | $7.97M | Buy |
28,475
+1,042
| +4% | +$292K | 2.37% | 7 |
|
|
2025
Q1 | $7.09M | Buy |
27,433
+320
| +1% | +$82.8K | 2.39% | 7 |
|
|
2024
Q4 | $7.16M | Buy |
27,113
+795
| +3% | +$210K | 2.27% | 9 |
|
|
2024
Q3 | $6.94M | Buy |
26,318
+4,406
| +20% | +$1.16M | 2.1% | 9 |
|
|
2024
Q2 | $5.3M | Buy |
+21,912
| New | +$5.3M | 1.77% | 12 |
|
|
2022
Q2 | – | Sell |
-895
| Closed | -$213K | – | 105 |
|
|
2022
Q1 | $213K | Buy |
895
+51
| +6% | +$12.1K | 0.24% | 83 |
|
|
2021
Q4 | $215K | Buy |
+844
| New | +$215K | 0.25% | 84 |
|