Edgemoor Investment 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 | $305K | Hold |
1,090
| – | – | 0.03% | 140 |
|
|
2025
Q1 | $282K | Hold |
1,090
| – | – | 0.03% | 137 |
|
|
2024
Q4 | $288K | Hold |
1,090
| – | – | 0.03% | 139 |
|
|
2024
Q3 | $288K | Sell |
1,090
-410
| -27% | -$108K | 0.03% | 138 |
|
|
2024
Q2 | $363K | Hold |
1,500
| – | – | 0.03% | 122 |
|
|
2024
Q1 | $375K | Hold |
1,500
| – | – | 0.04% | 122 |
|
|
2023
Q4 | $349K | Hold |
1,500
| – | – | 0.04% | 123 |
|
|
2023
Q3 | $312K | Buy |
+1,500
| New | +$312K | 0.04% | 125 |
|