FinDec Wealth Services’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 | $4.92M | Sell |
17,586
-1,828
| -9% | -$512K | 5.15% | 7 |
|
|
2025
Q1 | $5.02M | Buy |
19,414
+3,885
| +25% | +$1M | 4.96% | 6 |
|
|
2024
Q4 | $4.1M | Sell |
15,529
-3,602
| -19% | -$951K | 2.85% | 15 |
|
|
2024
Q3 | $5.05M | Buy |
19,131
+262
| +1% | +$69.1K | 2.93% | 14 |
|
|
2024
Q2 | $4.57M | Sell |
18,869
-551
| -3% | -$133K | 2.88% | 14 |
|
|
2024
Q1 | $4.85M | Sell |
19,420
-244
| -1% | -$61K | 3.05% | 15 |
|
|
2023
Q4 | $4.57M | Sell |
19,664
-4,466
| -19% | -$1.04M | 3.06% | 16 |
|
|
2023
Q3 | $5.02M | Buy |
24,130
+69
| +0.3% | +$14.4K | 3.63% | 12 |
|
|
2023
Q2 | $5.3M | Buy |
24,061
+1,349
| +6% | +$297K | 3.71% | 11 |
|
|
2023
Q1 | $4.79M | Buy |
22,712
+495
| +2% | +$104K | 3.62% | 12 |
|
|
2022
Q4 | $4.53M | Buy |
+22,217
| New | +$4.53M | 3.74% | 11 |
|