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Envision Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Envision Financial’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.83M Buy
24,397
+2,227
+10% +$623K 4.55% 7
2025
Q1 		$5.73M Sell
22,170
-1,400
-6% -$362K 4.32% 7
2024
Q4 		$6.23M Buy
+23,570
New +$6.23M 4.99% 6