Berry 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 Q1	–	Sell	-3,397	Closed	-$897K	–	112
2024 Q4	$897K	Sell	3,397 -98	-3%	-$25.9K	0.65%	34
2024 Q3	$922K	Buy	3,495 +94	+3%	+$24.8K	0.66%	32
2024 Q2	$823K	Buy	+3,401	New	+$823K	0.66%	31