Centerline Wealth 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	$11.4M	Sell	40,883 -7,343	-15%	-$2.05M	5.61%	4
2025 Q1	$12.5M	Sell	48,226 -774	-2%	-$200K	7.44%	5
2024 Q4	$12.9M	Buy	+49,000	New	+$12.9M	7.56%	5