Davidson Trust Company’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 | $723K | Buy |
2,586
+10
| +0.4% | +$2.8K | 0.33% | 76 |
|
|
2025
Q1 | $666K | Hold |
2,576
| – | – | 0.32% | 79 |
|
|
2024
Q4 | $680K | Buy |
2,576
+330
| +15% | +$87.2K | 0.35% | 71 |
|
|
2024
Q3 | $592K | Buy |
2,246
+8
| +0.4% | +$2.11K | 0.3% | 82 |
|
|
2024
Q2 | $542K | Buy |
2,238
+659
| +42% | +$160K | 0.37% | 76 |
|
|
2024
Q1 | $395K | Buy |
+1,579
| New | +$395K | 0.23% | 101 |
|