DHJJ 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 | $233K | Buy |
832
+49
| +6% | +$13.7K | 0.08% | 158 |
|
|
2025
Q1 | $203K | Buy |
783
+14
| +2% | +$3.62K | 0.08% | 159 |
|
|
2024
Q4 | $203K | Sell |
769
-10
| -1% | -$2.64K | 0.08% | 155 |
|
|
2024
Q3 | $206K | Hold |
779
| – | – | 0.08% | 148 |
|
|
2024
Q2 | $189K | Hold |
779
| – | – | 0.08% | 147 |
|
|
2024
Q1 | $195K | Hold |
779
| – | – | 0.09% | 141 |
|
|
2023
Q4 | $181K | Buy |
779
+3
| +0.4% | +$698 | 0.08% | 143 |
|
|
2023
Q3 | $162K | Buy |
+776
| New | +$162K | 0.08% | 142 |
|