Biltmore Family Office’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	$1.48M	Sell	5,278 -200	-4%	-$56.2K	0.25%	69
2025 Q1	$1.42M	Buy	5,478 +298	+6%	+$77.1K	0.24%	69
2024 Q4	$1.37M	Hold	5,180	–	–	0.23%	69
2024 Q3	$1.37M	Hold	5,180	–	–	0.23%	73
2024 Q2	$1.26M	Hold	5,180	–	–	0.23%	69
2024 Q1	$1.29M	Hold	5,180	–	–	0.26%	67
2023 Q4	$1.21M	Hold	5,180	–	–	0.25%	66
2023 Q3	$1.08M	Hold	5,180	–	–	0.24%	64
2023 Q2	$1.14M	Hold	5,180	–	–	0.24%	63
2023 Q1	$1.09M	Hold	5,180	–	–	0.23%	68
2022 Q4	$1.06M	Hold	5,180	–	–	0.22%	68
2022 Q3	$974K	Hold	5,180	–	–	0.22%	63
2022 Q2	$1.02M	Hold	5,180	–	–	0.25%	66
2022 Q1	$1.23M	Hold	5,180	–	–	0.26%	60
2021 Q4	$1.32M	Buy	5,180 +152	+3%	+$38.7K	0.25%	66
2021 Q3	$1.19M	Buy	5,028 +250	+5%	+$59.2K	0.29%	58
2021 Q2	$1.13M	Buy	4,778 +2,800	+142%	+$665K	0.32%	53
2021 Q1	$438K	Hold	1,978	–	–	0.14%	105
2020 Q4	$409K	Hold	1,978	–	–	0.12%	113
2020 Q3	$349K	Buy	1,978 +298	+18%	+$52.6K	0.19%	98
2020 Q2	$275K	Hold	1,680	–	–	0.17%	119
2020 Q1	$221K	Hold	1,680	–	–	0.15%	129
2019 Q4	$299K	Hold	1,680	–	–	0.12%	143
2019 Q3	$282K	Hold	1,680	–	–	0.12%	132
2019 Q2	$282K	Hold	1,680	–	–	0.15%	115
2019 Q1	$271K	Hold	1,680	–	–	0.14%	129
2018 Q4	$232K	Sell	1,680 -80	-5%	-$11K	0.13%	128
2018 Q3	$290K	Hold	1,760	–	–	0.14%	120
2018 Q2	$277K	Hold	1,760	–	–	0.14%	120
2018 Q1	$271K	Hold	1,760	–	–	0.12%	138
2017 Q4	$272K	Buy	+1,760	New	+$272K	0.12%	133