Fiduciary Family Office’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 | $1.52M | Buy |
5,434
+31
| +0.6% | +$8.68K | 0.5% | 38 |
|
2025
Q1 | $1.4M | Buy |
+5,403
| New | +$1.4M | 0.46% | 42 |
|
2024
Q4 | – | Sell |
-9,510
| Closed | -$2.51M | – | 233 |
|
2024
Q3 | $2.51M | Hold |
9,510
| – | – | 0.83% | 16 |
|
2024
Q2 | $2.3M | Hold |
9,510
| – | – | 0.91% | 17 |
|
2024
Q1 | $2.38M | Hold |
9,510
| – | – | 0.93% | 17 |
|
2023
Q4 | $2.21M | Buy |
+9,510
| New | +$2.21M | 0.97% | 13 |
|