Catalyst Financial 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	$470K	Buy	+1,681	New	+$470K	0.05%	173
2023 Q2	–	Sell	-1,378	Closed	-$291K	–	206
2023 Q1	$291K	Sell	1,378 -3,200	-70%	-$675K	0.12%	127
2022 Q4	$933K	Buy	+4,578	New	+$933K	0.48%	33