Daymark Wealth Partners’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 | $9.65M | Sell |
34,480
-466
| -1% | -$130K | 0.37% | 55 |
|
|
2025
Q1 | $9.04M | Sell |
34,946
-18,336
| -34% | -$4.74M | 0.39% | 54 |
|
|
2024
Q4 | $14.1M | Buy |
53,282
+19,453
| +58% | +$5.14M | 0.59% | 38 |
|
|
2024
Q3 | $8.93M | Buy |
33,829
+783
| +2% | +$207K | 0.38% | 61 |
|
|
2024
Q2 | $8M | Buy |
33,046
+4,376
| +15% | +$1.06M | 0.37% | 61 |
|
|
2024
Q1 | $7.16M | Buy |
28,670
+3,007
| +12% | +$751K | 0.39% | 61 |
|
|
2023
Q4 | $5.97M | Sell |
25,663
-9,319
| -27% | -$2.17M | 0.37% | 65 |
|
|
2023
Q3 | $7.28M | Buy |
34,982
+3,333
| +11% | +$694K | 0.5% | 48 |
|
|
2023
Q2 | $6.97M | Buy |
31,649
+24,243
| +327% | +$5.34M | 0.52% | 46 |
|
|
2023
Q1 | $1.56M | Buy |
7,406
+5,192
| +235% | +$1.1M | 0.21% | 97 |
|
|
2022
Q4 | $451K | Buy |
+2,214
| New | +$451K | 0.08% | 156 |
|