Fonville Wealth Management’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 | $7.92M | Buy |
28,285
+1,779
| +7% | +$498K | 2.01% | 18 |
|
|
2025
Q1 | $6.83M | Buy |
26,506
+730
| +3% | +$188K | 2.01% | 17 |
|
|
2024
Q4 | $6.81M | Buy |
25,776
+1,109
| +4% | +$293K | 2.25% | 15 |
|
|
2024
Q3 | $6.51M | Buy |
24,667
+781
| +3% | +$206K | 2.25% | 15 |
|
|
2024
Q2 | $5.79M | Buy |
23,886
+2,194
| +10% | +$532K | 2.29% | 13 |
|
|
2024
Q1 | $5.42M | Buy |
21,692
+2,000
| +10% | +$500K | 2.4% | 13 |
|
|
2023
Q4 | $4.58M | Buy |
+19,692
| New | +$4.58M | 2.43% | 13 |
|