Fingerlakes Wealth Management’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 | $2.37M | Sell |
8,465
-237
| -3% | -$66.3K | 1.77% | 18 |
|
|
2025
Q1 | $2.25M | Sell |
8,702
-102
| -1% | -$26.4K | 1.91% | 15 |
|
|
2024
Q4 | $2.33M | Sell |
8,804
-55
| -0.6% | -$14.5K | 1.88% | 17 |
|
|
2024
Q3 | $2.34M | Buy |
8,859
+29
| +0.3% | +$7.65K | 1.94% | 15 |
|
|
2024
Q2 | $2.14M | Sell |
8,830
-31
| -0.3% | -$7.51K | 1.92% | 18 |
|
|
2024
Q1 | $2.21M | Buy |
8,861
+244
| +3% | +$61K | 2.14% | 14 |
|
|
2023
Q4 | $2M | Buy |
8,617
+43
| +0.5% | +$10K | 2.15% | 13 |
|
|
2023
Q3 | $1.79M | Buy |
8,574
+58
| +0.7% | +$12.1K | 2.18% | 12 |
|
|
2023
Q2 | $1.87M | Sell |
8,516
-41
| -0.5% | -$9.03K | 2.15% | 11 |
|
|
2023
Q1 | $1.8M | Buy |
8,557
+81
| +1% | +$17.1K | 2.25% | 10 |
|
|
2022
Q4 | $1.73M | Sell |
8,476
-20
| -0.2% | -$4.08K | 2.38% | 9 |
|
|
2022
Q3 | $1.6M | Sell |
8,496
-90
| -1% | -$16.9K | 2.33% | 10 |
|
|
2022
Q2 | $1.69M | Buy |
8,586
+235
| +3% | +$46.3K | 2.31% | 10 |
|
|
2022
Q1 | $1.99M | Sell |
8,351
-1
| -0% | -$238 | 2.32% | 10 |
|
|
2021
Q4 | $2.13M | Buy |
+8,352
| New | +$2.13M | 2.4% | 8 |
|