Brown, Lisle/Cummings’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 | $210K | Hold |
751
| – | – | 0.06% | 210 |
|
|
2025
Q1 | $194K | Hold |
751
| – | – | 0.06% | 203 |
|
|
2024
Q4 | $198K | Hold |
751
| – | – | 0.06% | 201 |
|
|
2024
Q3 | $198K | Buy |
751
+409
| +120% | +$108K | 0.06% | 205 |
|
|
2024
Q2 | $82.8K | Hold |
342
| – | – | 0.03% | 270 |
|
|
2024
Q1 | $85.5K | Hold |
342
| – | – | 0.03% | 251 |
|
|
2023
Q4 | $79.6K | Hold |
342
| – | – | 0.03% | 253 |
|
|
2023
Q3 | $71.2K | Hold |
342
| – | – | 0.03% | 247 |
|
|
2023
Q2 | $75.3K | Buy |
342
+263
| +333% | +$57.9K | 0.03% | 247 |
|
|
2023
Q1 | $16.7K | Hold |
79
| – | – | 0.01% | 348 |
|
|
2022
Q4 | $16.1K | Buy |
+79
| New | +$16.1K | 0.01% | 335 |
|