Diversify Advisory Services’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 | $870K | Buy |
3,044
+1,665
| +121% | +$476K | 0.03% | 365 |
|
|
2025
Q1 | $353K | Sell |
1,379
-1,173
| -46% | -$301K | 0.02% | 446 |
|
|
2024
Q4 | $671K | Buy |
2,552
+7
| +0.3% | +$1.84K | 0.04% | 297 |
|
|
2024
Q3 | $679K | Buy |
2,545
+38
| +2% | +$10.1K | 0.04% | 323 |
|
|
2024
Q2 | $605K | Sell |
2,507
-18
| -0.7% | -$4.35K | 0.03% | 343 |
|
|
2024
Q1 | $627K | Buy |
+2,525
| New | +$627K | 0.04% | 365 |
|