Edgestream Partners’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 | $284K | Buy |
1,014
+58
| +6% | +$16.2K | 0.01% | 790 |
|
2025
Q1 | $247K | Buy |
+956
| New | +$247K | 0.01% | 783 |
|
2024
Q4 | – | Sell |
-1,312
| Closed | -$346K | – | 1105 |
|
2024
Q3 | $346K | Buy |
1,312
+414
| +46% | +$109K | 0.02% | 754 |
|
2024
Q2 | $217K | Buy |
+898
| New | +$217K | 0.01% | 797 |
|