First Business Financial 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 | $831K | Hold |
2,969
| – | – | 0.07% | 93 |
|
|
2025
Q1 | $768K | Buy |
2,969
+137
| +5% | +$35.4K | 0.08% | 96 |
|
|
2024
Q4 | $748K | Hold |
2,832
| – | – | 0.07% | 96 |
|
|
2024
Q3 | $747K | Hold |
2,832
| – | – | 0.07% | 93 |
|
|
2024
Q2 | $686K | Hold |
2,832
| – | – | 0.07% | 91 |
|
|
2024
Q1 | $708K | Sell |
2,832
-180
| -6% | -$45K | 0.08% | 91 |
|
|
2023
Q4 | $701K | Sell |
3,012
-1,807
| -37% | -$420K | 0.08% | 90 |
|
|
2023
Q3 | $1M | Buy |
4,819
+368
| +8% | +$76.6K | 0.13% | 76 |
|
|
2023
Q2 | $980K | Hold |
4,451
| – | – | 0.12% | 78 |
|
|
2023
Q1 | $939K | Hold |
4,451
| – | – | 0.12% | 78 |
|
|
2022
Q4 | $907K | Hold |
4,451
| – | – | 0.12% | 77 |
|
|
2022
Q3 | $837K | Hold |
4,451
| – | – | 0.12% | 76 |
|
|
2022
Q2 | $877K | Hold |
4,451
| – | – | 0.12% | 74 |
|
|
2022
Q1 | $1.06M | Hold |
4,451
| – | – | 0.12% | 74 |
|
|
2021
Q4 | $1.13M | Buy |
4,451
+1,482
| +50% | +$378K | 0.12% | 70 |
|
|
2021
Q3 | $703K | Hold |
2,969
| – | – | 0.08% | 91 |
|
|
2021
Q2 | $705K | Buy |
2,969
+2,000
| +206% | +$475K | 0.08% | 86 |
|
|
2021
Q1 | $214K | Buy |
+969
| New | +$214K | 0.03% | 132 |
|
|
2019
Q4 | – | Sell |
-1,382
| Closed | -$232K | – | 139 |
|
|
2019
Q3 | $232K | Sell |
1,382
-31
| -2% | -$5.2K | 0.04% | 112 |
|
|
2019
Q2 | $236K | Hold |
1,413
| – | – | 0.04% | 111 |
|
|
2019
Q1 | $227K | Buy |
+1,413
| New | +$227K | 0.04% | 102 |
|