Fortis Capital 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 | $1.69M | Sell |
6,038
-350
| -5% | -$97.9K | 0.26% | 61 |
|
2025
Q1 | $1.65M | Buy |
6,388
+56
| +0.9% | +$14.5K | 0.32% | 60 |
|
2024
Q4 | $1.67M | Buy |
6,332
+374
| +6% | +$98.8K | 0.31% | 62 |
|
2024
Q3 | $1.57M | Buy |
5,958
+224
| +4% | +$59.1K | 0.32% | 63 |
|
2024
Q2 | $1.39M | Buy |
5,734
+244
| +4% | +$59.1K | 0.3% | 64 |
|
2024
Q1 | $1.37M | Buy |
5,490
+334
| +6% | +$83.5K | 0.36% | 59 |
|
2023
Q4 | $1.2M | Sell |
5,156
-117
| -2% | -$27.2K | 0.31% | 79 |
|
2023
Q3 | $1.1M | Buy |
5,273
+422
| +9% | +$87.9K | 0.34% | 67 |
|
2023
Q2 | $1.07M | Buy |
4,851
+1,640
| +51% | +$361K | 0.38% | 47 |
|
2023
Q1 | $677K | Buy |
3,211
+593
| +23% | +$125K | 0.27% | 59 |
|
2022
Q4 | $534K | Sell |
2,618
-4,102
| -61% | -$836K | 0.39% | 56 |
|
2022
Q3 | $1.26M | Buy |
6,720
+754
| +13% | +$142K | 1.08% | 24 |
|
2022
Q2 | $1.18M | Buy |
+5,966
| New | +$1.18M | 1.15% | 21 |
|