First Trust Direct Indexing’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
2024
Q4
Sell
-2,172
Closed -$573K 897
2024
Q3
$573K Buy
2,172
+639
+42% +$169K 0.03% 502
2024
Q2
$371K Buy
1,533
+451
+42% +$109K 0.02% 581
2024
Q1
$270K Sell
1,082
-19
-2% -$4.75K 0.02% 640
2023
Q4
$256K Buy
+1,101
New +$256K 0.02% 628