Everpar 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 | $240K | Hold |
859
| – | – | 0.11% | 234 |
|
|
2025
Q1 | $222K | Hold |
859
| – | – | 0.12% | 237 |
|
|
2024
Q4 | $227K | Buy |
859
+25
| +3% | +$6.6K | 0.11% | 241 |
|
|
2024
Q3 | $220K | Sell |
834
-54
| -6% | -$14.2K | 0.11% | 236 |
|
|
2024
Q2 | $215K | Buy |
+888
| New | +$215K | 0.11% | 242 |
|
|
2024
Q1 | – | Sell |
-888
| Closed | -$207K | – | 284 |
|
|
2023
Q4 | $207K | Buy |
+888
| New | +$207K | 0.1% | 267 |
|