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Claris Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Claris Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$541K Sell
1,932
-70
-3% -$19.6K 0.41% 68
2025
Q1 		$529K Hold
2,002
– – 0.35% 72
2024
Q4 		$529K Buy
+2,002
New +$529K 0.35% 72