Berger Financial 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 | $436K | Buy |
1,558
+10
| +0.6% | +$2.8K | 0.03% | 281 |
|
|
2025
Q1 | $400K | Sell |
1,548
-67
| -4% | -$17.3K | 0.03% | 289 |
|
|
2024
Q4 | $427K | Buy |
1,615
+110
| +7% | +$29.1K | 0.03% | 275 |
|
|
2024
Q3 | $397K | Buy |
1,505
+204
| +16% | +$53.8K | 0.03% | 264 |
|
|
2024
Q2 | $315K | Sell |
1,301
-267
| -17% | -$64.6K | 0.03% | 274 |
|
|
2024
Q1 | $392K | Sell |
1,568
-61
| -4% | -$15.2K | 0.03% | 237 |
|
|
2023
Q4 | $379K | Buy |
1,629
+30
| +2% | +$6.98K | 0.04% | 193 |
|
|
2023
Q3 | $333K | Buy |
1,599
+270
| +20% | +$56.2K | 0.04% | 195 |
|
|
2023
Q2 | $293K | Buy |
+1,329
| New | +$293K | 0.03% | 213 |
|
|
2022
Q3 | – | Sell |
-1,015
| Closed | -$200K | – | 263 |
|
|
2022
Q2 | $200K | Buy |
1,015
+6
| +0.6% | +$1.18K | 0.03% | 236 |
|
|
2022
Q1 | $240K | Buy |
+1,009
| New | +$240K | 0.03% | 239 |
|