EnRich Financial 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 | $14.6M | Buy |
52,023
+921
| +2% | +$258K | 4.47% | 9 |
|
|
2025
Q1 | $13.2M | Buy |
51,102
+5,848
| +13% | +$1.51M | 4.44% | 9 |
|
|
2024
Q4 | $12M | Buy |
45,254
+1,606
| +4% | +$424K | 3.98% | 9 |
|
|
2024
Q3 | $11.5M | Buy |
43,648
+2,408
| +6% | +$635K | 3.85% | 10 |
|
|
2024
Q2 | $9.98M | Buy |
41,240
+2,754
| +7% | +$667K | 3.66% | 10 |
|
|
2024
Q1 | $9.62M | Buy |
38,486
+5,242
| +16% | +$1.31M | 3.6% | 10 |
|
|
2023
Q4 | $7.73M | Buy |
+33,244
| New | +$7.73M | 3.23% | 11 |
|