Burling Wealth Partners’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
$19.3M Sell
68,874
-74
-0.1% -$20.7K 3.56% 5
2025
Q1
$17.8M Sell
68,948
-1,593
-2% -$412K 3.75% 4
2024
Q4
$18.6M Buy
+70,541
New +$18.6M 3.8% 4