Clayton Financial Group’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 | $965K | Sell |
3,450
-17,298
| -83% | -$4.84M | 1.15% | 14 |
|
|
2025
Q1 | $5.37M | Buy |
20,748
+132
| +0.6% | +$34.1K | 1.97% | 14 |
|
|
2024
Q4 | $5.45M | Buy |
20,616
+597
| +3% | +$158K | 1.96% | 13 |
|
|
2024
Q3 | $5.28M | Buy |
20,019
+3,120
| +18% | +$823K | 1.98% | 14 |
|
|
2024
Q2 | $4.22M | Buy |
16,899
+1,695
| +11% | +$424K | 1.83% | 15 |
|
|
2024
Q1 | $3.8M | Buy |
15,204
+480
| +3% | +$120K | 1.73% | 17 |
|
|
2023
Q4 | $3.43M | Buy |
+14,724
| New | +$3.43M | 2.13% | 15 |
|