Beese Fulmer Investment 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	$699K	Buy	+2,498	New	+$699K	0.05%	156
2022 Q3	–	Sell	-1,697	Closed	-$334K	–	227
2022 Q2	$334K	Buy	+1,697	New	+$334K	0.04%	171
2020 Q3	–	Sell	-394	Closed	-$65K	–	539
2020 Q2	$65K	Buy	+394	New	+$65K	0.01%	293