Crux 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
$1.81M Sell
6,465
-2,395
-27% -$670K 0.77% 39
2025
Q1
$2.29M Sell
8,860
-229
-3% -$59.2K 1.19% 23
2024
Q4
$2.4M Buy
+9,089
New +$2.4M 1.34% 24