Cherry Tree Wealth Management’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 | $123K | Sell |
440
-18
| -4% | -$5.04K | 0.03% | 196 |
|
|
2025
Q1 | $118K | Hold |
458
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $121K | Buy |
458
+18
| +4% | +$4.75K | 0.03% | 194 |
|
|
2024
Q3 | $116K | Hold |
440
| – | – | 0.03% | 202 |
|
|
2024
Q2 | $107K | Sell |
440
-41
| -9% | -$9.93K | 0.03% | 199 |
|
|
2024
Q1 | $120K | Hold |
481
| – | – | 0.03% | 190 |
|
|
2023
Q4 | $112K | Hold |
481
| – | – | 0.03% | 186 |
|
|
2023
Q3 | $100K | Buy |
481
+259
| +117% | +$53.9K | 0.03% | 186 |
|
|
2023
Q2 | $48.9K | Buy |
+222
| New | +$48.9K | 0.01% | 232 |
|