Fischer Investment Strategies’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 | $5.37M | Sell |
19,180
-1,785
| -9% | -$499K | 3.6% | 10 |
|
2025
Q1 | $5.42M | Sell |
20,965
-10,487
| -33% | -$2.71M | 3.99% | 9 |
|
2024
Q4 | $8.31M | Buy |
31,452
+8,100
| +35% | +$2.14M | 6.6% | 5 |
|
2024
Q3 | $6.16M | Sell |
23,352
-23,249
| -50% | -$6.13M | 5.3% | 9 |
|
2024
Q2 | $11.3M | Buy |
46,601
+1,883
| +4% | +$456K | 11% | 3 |
|
2024
Q1 | $11.2M | Buy |
+44,718
| New | +$11.2M | 9.77% | 3 |
|