Buttonwood Financial Advisors’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 | $672K | Sell |
2,400
-12
| -0.5% | -$3.36K | 0.27% | 56 |
|
|
2025
Q1 | $624K | Sell |
2,412
-105
| -4% | -$27.2K | 0.27% | 62 |
|
|
2024
Q4 | $665K | Buy |
2,517
+1
| +0% | +$264 | 0.29% | 61 |
|
|
2024
Q3 | $664K | Sell |
2,516
-228
| -8% | -$60.2K | 0.29% | 62 |
|
|
2024
Q2 | $664K | Sell |
2,744
-150
| -5% | -$36.3K | 0.31% | 57 |
|
|
2024
Q1 | $723K | Hold |
2,894
| – | – | 0.34% | 56 |
|
|
2023
Q4 | $673K | Sell |
2,894
-89
| -3% | -$20.7K | 0.37% | 56 |
|
|
2023
Q3 | $621K | Buy |
2,983
+836
| +39% | +$174K | 0.39% | 57 |
|
|
2023
Q2 | $473K | Buy |
+2,147
| New | +$473K | 0.3% | 64 |
|