Fortis Group 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 | $2.39M | Sell |
8,356
-6,953
| -45% | -$1.99M | 0.43% | 56 |
|
2025
Q1 | $3.96M | Sell |
15,309
-860
| -5% | -$222K | 0.77% | 44 |
|
2024
Q4 | $4.27M | Sell |
16,169
-289
| -2% | -$76.3K | 0.8% | 39 |
|
2024
Q3 | $4.34M | Buy |
16,458
+14,982
| +1,015% | +$3.95M | 0.8% | 38 |
|
2024
Q2 | $357K | Buy |
+1,476
| New | +$357K | 0.07% | 137 |
|
2020
Q3 | $310K | Buy |
+1,764
| New | +$310K | 0.06% | 137 |
|