Focus Partners Wealth’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 | $44.3M | Buy |
158,115
+17,420
| +12% | +$4.88M | 0.1% | 200 |
|
|
2025
Q1 | $36.4M | Buy |
140,695
+19,359
| +16% | +$5.01M | 0.09% | 221 |
|
|
2024
Q4 | $32M | Sell |
121,336
-482,518
| -80% | -$127M | 0.08% | 232 |
|
|
2024
Q3 | $52.9M | Buy |
603,854
+540,098
| +847% | +$47.3M | 0.17% | 130 |
|
|
2024
Q2 | $15.4M | Buy |
63,756
+42,776
| +204% | +$10.4M | 0.05% | 286 |
|
|
2024
Q1 | $5.24M | Sell |
20,980
-783
| -4% | -$196K | 0.04% | 315 |
|
|
2023
Q4 | $5.06M | Buy |
+21,763
| New | +$5.06M | 0.07% | 232 |
|