Fort Sheridan Advisors’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 | $959K | Sell |
3,428
-597
| -15% | -$167K | 0.14% | 109 |
|
2025
Q1 | $1.04M | Hold |
4,025
| – | – | 0.16% | 96 |
|
2024
Q4 | $1.06M | Buy |
4,025
+286
| +8% | +$75.5K | 0.16% | 98 |
|
2024
Q3 | $986K | Buy |
3,739
+83
| +2% | +$21.9K | 0.15% | 97 |
|
2024
Q2 | $885K | Buy |
3,656
+2,707
| +285% | +$655K | 0.14% | 100 |
|
2024
Q1 | $237K | Buy |
+949
| New | +$237K | 0.04% | 178 |
|