Core 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 | $14.3M | Buy |
51,263
+595
| +1% | +$167K | 4.12% | 9 |
|
|
2025
Q1 | $13.1M | Sell |
50,668
-116
| -0.2% | -$30K | 4.17% | 9 |
|
|
2024
Q4 | $13.4M | Sell |
50,784
-1,050
| -2% | -$277K | 4.42% | 8 |
|
|
2024
Q3 | $13.7M | Buy |
51,834
+616
| +1% | +$163K | 4.39% | 9 |
|
|
2024
Q2 | $12.4M | Sell |
51,218
-2,368
| -4% | -$573K | 4.25% | 8 |
|
|
2024
Q1 | $13.4M | Buy |
53,586
+3,211
| +6% | +$802K | 4.55% | 8 |
|
|
2023
Q4 | $11.7M | Buy |
50,375
+1,984
| +4% | +$462K | 4.31% | 9 |
|
|
2023
Q3 | $10.1M | Buy |
+48,391
| New | +$10.1M | 4.12% | 9 |
|
|
2023
Q1 | – | Sell |
-157
| Closed | -$32K | – | 286 |
|
|
2022
Q4 | $32K | Hold |
157
| – | – | 0.01% | 94 |
|
|
2022
Q3 | $30K | Hold |
157
| – | – | 0.02% | 80 |
|
|
2022
Q2 | $31K | Buy |
+157
| New | +$31K | 0.02% | 87 |
|