Burkett Financial Services’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 | $512K | Hold |
1,831
| – | – | 0.18% | 35 |
|
|
2025
Q1 | $474K | Sell |
1,831
-34
| -2% | -$8.8K | 0.19% | 35 |
|
|
2024
Q4 | $493K | Sell |
1,865
-42
| -2% | -$11.1K | 0.2% | 33 |
|
|
2024
Q3 | $503K | Buy |
1,907
+14
| +0.7% | +$3.69K | 0.21% | 33 |
|
|
2024
Q2 | $458K | Sell |
1,893
-32
| -2% | -$7.75K | 0.24% | 32 |
|
|
2024
Q1 | $481K | Buy |
1,925
+7
| +0.4% | +$1.75K | 0.25% | 31 |
|
|
2023
Q4 | $446K | Buy |
+1,918
| New | +$446K | 0.25% | 33 |
|