BKM Wealth 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 | $5.31M | Buy |
18,989
+1,666
| +10% | +$466K | 2.08% | 8 |
|
|
2025
Q1 | $4.48M | Sell |
17,323
-469
| -3% | -$121K | 1.84% | 9 |
|
|
2024
Q4 | $4.7M | Sell |
17,792
-560
| -3% | -$148K | 1.93% | 9 |
|
|
2024
Q3 | $4.84M | Sell |
18,352
-283
| -2% | -$74.7K | 1.97% | 8 |
|
|
2024
Q2 | $4.51M | Sell |
18,635
-38
| -0.2% | -$9.2K | 2.17% | 7 |
|
|
2024
Q1 | $4.67M | Buy |
18,673
+215
| +1% | +$53.7K | 2.01% | 8 |
|
|
2023
Q4 | $4.29M | Buy |
+18,458
| New | +$4.29M | 1.83% | 10 |
|