Ehrlich Financial Group’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 | $421K | Sell |
1,503
-565
| -27% | -$158K | 0.27% | 71 |
|
|
2025
Q1 | $535K | Hold |
2,068
| – | – | 0.39% | 55 |
|
|
2024
Q4 | $546K | Sell |
2,068
-58
| -3% | -$15.3K | 0.39% | 52 |
|
|
2024
Q3 | $561K | Hold |
2,126
| – | – | 0.4% | 51 |
|
|
2024
Q2 | $515K | Sell |
2,126
-36
| -2% | -$8.72K | 0.41% | 49 |
|
|
2024
Q1 | $540K | Sell |
2,162
-523
| -19% | -$131K | 0.45% | 52 |
|
|
2023
Q4 | $625K | Buy |
+2,685
| New | +$625K | 0.63% | 43 |
|