Fortis Capital 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 | $10.9M | Buy |
39,009
+651
| +2% | +$182K | 1.95% | 13 |
|
|
2025
Q1 | $9.92M | Buy |
38,358
+37,105
| +2,961% | +$9.6M | 2.01% | 12 |
|
|
2024
Q4 | $324K | Sell |
1,253
-35
| -3% | -$9.04K | 0.11% | 139 |
|
|
2024
Q3 | $340K | Sell |
1,288
-79
| -6% | -$20.8K | 0.11% | 137 |
|
|
2024
Q2 | $331K | Buy |
+1,367
| New | +$331K | 0.12% | 133 |
|
|
2023
Q3 | – | Sell |
-2,794
| Closed | -$615K | – | 121 |
|
|
2023
Q2 | $615K | Buy |
2,794
+182
| +7% | +$40.1K | 0.36% | 46 |
|
|
2023
Q1 | $551K | Sell |
2,612
-80
| -3% | -$16.9K | 0.29% | 52 |
|
|
2022
Q4 | $549K | Buy |
+2,692
| New | +$549K | 0.33% | 46 |
|