EFG
Embree Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
1,035
| – | – | 0.04% | 177 |
|
|
2025
Q1 | $268K | Buy |
1,035
+20
| +2% | +$5.17K | 0.04% | 177 |
|
|
2024
Q4 | $268K | Buy |
1,015
+4
| +0.4% | +$1.06K | 0.05% | 166 |
|
|
2024
Q3 | $267K | Buy |
1,011
+26
| +3% | +$6.86K | 0.05% | 164 |
|
|
2024
Q2 | $238K | Hold |
985
| – | – | 0.05% | 164 |
|
|
2024
Q1 | $246K | Sell |
985
-11
| -1% | -$2.75K | 0.05% | 166 |
|
|
2023
Q4 | $232K | Buy |
+996
| New | +$232K | 0.05% | 161 |
|