Evernest Financial Advisors’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 | $1.02M | Buy |
3,658
+15
| +0.4% | +$4.2K | 0.33% | 64 |
|
|
2025
Q1 | $942K | Sell |
3,643
-117
| -3% | -$30.3K | 0.34% | 68 |
|
|
2024
Q4 | $993K | Sell |
3,760
-3,487
| -48% | -$921K | 0.26% | 68 |
|
|
2024
Q3 | $1.91M | Buy |
7,247
+3,404
| +89% | +$898K | 0.52% | 30 |
|
|
2024
Q2 | $930K | Hold |
3,843
| – | – | 0.42% | 55 |
|
|
2024
Q1 | $903K | Buy |
3,843
+70
| +2% | +$16.4K | 0.43% | 52 |
|
|
2023
Q4 | $878K | Buy |
+3,773
| New | +$878K | 0.45% | 50 |
|
|
2021
Q4 | $901K | Buy |
+3,843
| New | +$901K | 0.47% | 47 |
|