Farther Finance 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 | $5.83M | Buy |
20,847
+9,357
| +81% | +$2.62M | 0.12% | 168 |
|
2025
Q1 | $2.98M | Buy |
11,490
+3,848
| +50% | +$998K | 0.08% | 233 |
|
2024
Q4 | $2.02M | Sell |
7,642
-13,997
| -65% | -$3.7M | 0.07% | 225 |
|
2024
Q3 | $5.71M | Buy |
21,639
+6,446
| +42% | +$1.7M | 0.21% | 90 |
|
2024
Q2 | $3.65M | Buy |
15,193
+3,416
| +29% | +$821K | 0.18% | 99 |
|
2024
Q1 | $2.92M | Buy |
11,777
+5,077
| +76% | +$1.26M | 0.18% | 106 |
|
2023
Q4 | $1.56M | Buy |
6,700
+6,036
| +909% | +$1.4M | 0.11% | 166 |
|
2023
Q3 | $138K | Buy |
664
+29
| +5% | +$6.04K | 0.02% | 465 |
|
2023
Q2 | $140K | Sell |
635
-1,023
| -62% | -$225K | 0.03% | 377 |
|
2023
Q1 | $350K | Buy |
1,658
+472
| +40% | +$99.6K | 0.1% | 181 |
|
2022
Q4 | $242K | Buy |
+1,186
| New | +$242K | 0.09% | 201 |
|