Bridgewealth Advisory 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 | $7.9M | Buy |
28,214
+22,666
| +409% | +$6.34M | 2% | 17 |
|
|
2025
Q1 | $1.43M | Sell |
5,548
-20,663
| -79% | -$5.34M | 1.89% | 18 |
|
|
2024
Q4 | $7.25M | Buy |
26,211
+3,984
| +18% | +$1.1M | 2.05% | 19 |
|
|
2024
Q3 | $5.86M | Buy |
22,227
+1,961
| +10% | +$517K | 2.13% | 17 |
|
|
2024
Q2 | $4.91M | Buy |
20,266
+1,729
| +9% | +$419K | 2.17% | 18 |
|
|
2024
Q1 | $4.63M | Buy |
18,537
+12,067
| +187% | +$3.02M | 2.27% | 13 |
|
|
2023
Q4 | $1.51M | Buy |
6,470
+1,970
| +44% | +$458K | 1.15% | 21 |
|
|
2023
Q3 | $937K | Buy |
4,500
+1,015
| +29% | +$211K | 1.15% | 21 |
|
|
2023
Q2 | $767K | Buy |
3,485
+70
| +2% | +$15.4K | 1.25% | 17 |
|
|
2023
Q1 | $720K | Sell |
3,415
-76
| -2% | -$16K | 1.33% | 16 |
|
|
2022
Q4 | $711K | Buy |
+3,491
| New | +$711K | 1.4% | 15 |
|