First National Advisers’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 | $274K | Buy |
980
+62
| +7% | +$17.3K | 0.04% | 203 |
|
2025
Q1 | $237K | Hold |
918
| – | – | 0.04% | 204 |
|
2024
Q4 | $242K | Sell |
918
-83
| -8% | -$21.9K | 0.04% | 164 |
|
2024
Q3 | $264K | Buy |
1,001
+17
| +2% | +$4.49K | 0.04% | 203 |
|
2024
Q2 | $238K | Buy |
984
+66
| +7% | +$16K | 0.04% | 203 |
|
2024
Q1 | $229K | Sell |
918
-400
| -30% | -$99.9K | 0.05% | 195 |
|
2023
Q4 | $307K | Buy |
+1,318
| New | +$307K | 0.09% | 144 |
|