Delta Financial 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
$1.14M Sell
4,058
-40
-1% -$11.2K 0.4% 66
2025
Q1
$1.06M Buy
4,098
+7
+0.2% +$1.81K 0.4% 70
2024
Q4
$1.08M Sell
4,091
-76
-2% -$20.1K 0.4% 66
2024
Q3
$1.1M Buy
4,167
+9
+0.2% +$2.37K 0.4% 72
2024
Q2
$1.01M Hold
4,158
0.39% 69
2024
Q1
$1.04M Buy
4,158
+5
+0.1% +$1.25K 0.41% 71
2023
Q4
$966K Sell
4,153
-108
-3% -$25.1K 0.42% 70
2023
Q3
$887K Sell
4,261
-37
-0.9% -$7.7K 0.4% 74
2023
Q2
$946K Buy
4,298
+6
+0.1% +$1.32K 0.42% 72
2023
Q1
$905K Buy
4,292
+5
+0.1% +$1.06K 0.44% 72
2022
Q4
$874K Buy
4,287
+7
+0.2% +$1.43K 0.42% 74
2022
Q3
$805K Buy
4,280
+6
+0.1% +$1.13K 0.43% 76
2022
Q2
$842K Buy
4,274
+4
+0.1% +$788 0.42% 77
2022
Q1
$1.02M Buy
4,270
+4
+0.1% +$952 0.43% 71
2021
Q4
$1.09M Buy
4,266
+5
+0.1% +$1.27K 0.44% 69
2021
Q3
$1.01M Buy
4,261
+85
+2% +$20.1K 0.45% 72
2021
Q2
$991K Buy
4,176
+44
+1% +$10.4K 0.44% 72
2021
Q1
$915K Buy
4,132
+4
+0.1% +$886 0.43% 74
2020
Q4
$854K Buy
4,128
+12
+0.3% +$2.48K 0.43% 77
2020
Q3
$726K Sell
4,116
-9
-0.2% -$1.59K 0.4% 79
2020
Q2
$676K Sell
4,125
-41
-1% -$6.72K 0.4% 76
2020
Q1
$549K Sell
4,166
-1,975
-32% -$260K 0.38% 78
2019
Q4
$1.09M Buy
6,141
+1
+0% +$178 0.43% 70
2019
Q3
$1.03M Buy
6,140
+423
+7% +$70.9K 0.42% 79
2019
Q2
$956K Buy
+5,717
New +$956K 0.39% 82