Carson Advisory’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 | $265K | Sell |
946
-143
| -13% | -$40K | 0.17% | 132 |
|
|
2025
Q1 | $282K | Buy |
1,089
+37
| +4% | +$9.57K | 0.19% | 124 |
|
|
2024
Q4 | $278K | Buy |
1,052
+38
| +4% | +$10K | 0.19% | 125 |
|
|
2024
Q3 | $267K | Buy |
1,014
+28
| +3% | +$7.39K | 0.17% | 139 |
|
|
2024
Q2 | $239K | Buy |
986
+121
| +14% | +$29.3K | 0.17% | 143 |
|
|
2024
Q1 | $216K | Buy |
+865
| New | +$216K | 0.15% | 156 |
|
|
2022
Q2 | – | Sell |
-1,010
| Closed | -$240K | – | 138 |
|
|
2022
Q1 | $240K | Buy |
+1,010
| New | +$240K | 0.24% | 111 |
|