Enzi Wealth’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 | $286K | Buy |
1,014
+4
| +0.4% | +$1.13K | 0.1% | 54 |
|
|
2025
Q1 | $256K | Sell |
1,010
-140
| -12% | -$35.6K | 0.1% | 54 |
|
|
2024
Q4 | $318K | Sell |
1,150
-1
| -0.1% | -$277 | 0.12% | 51 |
|
|
2024
Q3 | $309K | Buy |
1,151
+21
| +2% | +$5.64K | 0.12% | 50 |
|
|
2024
Q2 | $273K | Buy |
1,130
+55
| +5% | +$13.3K | 0.12% | 54 |
|
|
2024
Q1 | $255K | Buy |
1,075
+182
| +20% | +$43.2K | 0.12% | 49 |
|
|
2023
Q4 | $206K | Sell |
893
-1,708
| -66% | -$395K | 0.1% | 57 |
|
|
2023
Q3 | $537K | Sell |
2,601
-2,235
| -46% | -$462K | 0.29% | 27 |
|
|
2023
Q2 | $1.1M | Sell |
4,836
-1,448
| -23% | -$328K | 0.56% | 19 |
|
|
2023
Q1 | $1.33M | Sell |
6,284
-6,933
| -52% | -$1.47M | 0.68% | 19 |
|
|
2022
Q4 | $2.85M | Buy |
13,217
+626
| +5% | +$135K | 1.36% | 13 |
|
|
2022
Q3 | $2.68M | Buy |
+12,591
| New | +$2.68M | 1.31% | 15 |
|