Financial Alternatives’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 | $590K | Hold |
2,110
| – | – | 0.38% | 42 |
|
|
2025
Q1 | $546K | Hold |
2,110
| – | – | 0.39% | 44 |
|
|
2024
Q4 | $557K | Hold |
2,110
| – | – | 0.39% | 43 |
|
|
2024
Q3 | $557K | Hold |
2,110
| – | – | 0.39% | 42 |
|
|
2024
Q2 | $511K | Hold |
2,110
| – | – | 0.38% | 44 |
|
|
2024
Q1 | $527K | Hold |
2,110
| – | – | 0.41% | 41 |
|
|
2023
Q4 | $491K | Sell |
2,110
-188
| -8% | -$43.7K | 0.41% | 41 |
|
|
2023
Q3 | $479K | Buy |
2,298
+188
| +9% | +$39.1K | 0.44% | 39 |
|
|
2023
Q2 | $465K | Hold |
2,110
| – | – | 0.42% | 40 |
|
|
2023
Q1 | $445K | Hold |
2,110
| – | – | 0.43% | 41 |
|
|
2022
Q4 | $430K | Buy |
+2,110
| New | +$430K | 0.43% | 41 |
|