Bleakley 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
$112M Buy
400,702
+61,290
+18% +$17.2M 2.85% 5
2025
Q1
$87.8M Buy
339,412
+15,610
+5% +$4.04M 2.82% 5
2024
Q4
$85.5M Sell
323,802
-45,052
-12% -$11.9M 2.57% 6
2024
Q3
$97.3M Buy
368,854
+2,938
+0.8% +$775K 2.97% 4
2024
Q2
$88.6M Buy
365,916
+15,290
+4% +$3.7M 2.56% 6
2024
Q1
$87.6M Buy
350,626
+12,930
+4% +$3.23M 2.54% 7
2023
Q4
$78.6M Buy
337,696
+9,732
+3% +$2.26M 2.5% 7
2023
Q3
$68.3M Sell
327,964
-130,326
-28% -$27.1M 2.41% 6
2023
Q2
$101M Buy
458,290
+31,534
+7% +$6.94M 3.15% 4
2023
Q1
$90M Buy
426,756
+40,811
+11% +$8.61M 3% 4
2022
Q4
$78.7M Buy
+385,945
New +$78.7M 2.81% 5