Evergreen Private 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 | $85.1K | Sell |
304
-171
| -36% | -$47.9K | 0.04% | 96 |
|
|
2025
Q1 | $123K | Buy |
475
+171
| +56% | +$44.2K | 0.06% | 88 |
|
|
2024
Q4 | $80.3K | Hold |
304
| – | – | 0.04% | 104 |
|
|
2024
Q3 | $80.2K | Hold |
304
| – | – | 0.04% | 104 |
|
|
2024
Q2 | $73.6K | Hold |
304
| – | – | 0.04% | 106 |
|
|
2024
Q1 | $76K | Hold |
304
| – | – | 0.04% | 107 |
|
|
2023
Q4 | $70.7K | Buy |
+304
| New | +$70.7K | 0.04% | 99 |
|