DFA
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Davies Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Davies Financial Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-865
Closed -$228K – 73
2024
Q3 		$228K Sell
865
-2,726
-76% -$719K 0.2% 68
2024
Q2 		$869K Buy
+3,591
New +$869K 0.81% 30