DecisionPoint Financial’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 | $130K | Sell |
461
-19
| -4% | -$5.35K | 0.03% | 53 |
|
2025
Q1 | $124K | Hold |
480
| – | – | 0.04% | 48 |
|
2024
Q4 | $127K | Buy |
480
+74
| +18% | +$19.5K | 0.04% | 47 |
|
2024
Q3 | $107K | Hold |
406
| – | – | 0.03% | 51 |
|
2024
Q2 | $102K | Hold |
406
| – | – | 0.03% | 53 |
|
2024
Q1 | $97.6K | Hold |
406
| – | – | 0.04% | 52 |
|
2023
Q4 | $94.5K | Buy |
406
+181
| +80% | +$42.1K | 0.04% | 46 |
|
2023
Q3 | $46.9K | Hold |
225
| – | – | 0.02% | 70 |
|
2023
Q2 | $49.5K | Buy |
225
+8
| +4% | +$1.76K | 0.03% | 63 |
|
2023
Q1 | $45.8K | Hold |
217
| – | – | 0.03% | 68 |
|
2022
Q4 | $44.2K | Buy |
+217
| New | +$44.2K | 0.03% | 62 |
|