Fortem Financial Group’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 | $447K | Hold |
1,596
| – | – | 0.14% | 115 |
|
|
2025
Q1 | $413K | Buy |
1,596
+150
| +10% | +$38.8K | 0.16% | 131 |
|
|
2024
Q4 | $382K | Buy |
1,446
+60
| +4% | +$15.8K | 0.15% | 133 |
|
|
2024
Q3 | $366K | Hold |
1,386
| – | – | 0.15% | 135 |
|
|
2024
Q2 | $336K | Buy |
1,386
+466
| +51% | +$113K | 0.14% | 135 |
|
|
2024
Q1 | $230K | Buy |
+920
| New | +$230K | 0.1% | 150 |
|
|
2022
Q2 | – | Sell |
-1,535
| Closed | -$365K | – | 202 |
|
|
2022
Q1 | $365K | Sell |
1,535
-966
| -39% | -$230K | 0.16% | 129 |
|
|
2021
Q4 | $637K | Sell |
2,501
-100
| -4% | -$25.5K | 0.29% | 105 |
|
|
2021
Q3 | $616K | Buy |
2,601
+950
| +58% | +$225K | 0.31% | 103 |
|
|
2021
Q2 | $392K | Buy |
1,651
+45
| +3% | +$10.7K | 0.2% | 128 |
|
|
2021
Q1 | $355K | Buy |
+1,606
| New | +$355K | 0.21% | 124 |
|