Forum Financial 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 | $671K | Buy |
2,398
+63
| +3% | +$17.6K | 0.01% | 312 |
|
|
2025
Q1 | $604K | Buy |
2,335
+126
| +6% | +$32.6K | 0.01% | 302 |
|
|
2024
Q4 | $584K | Buy |
2,209
+163
| +8% | +$43.1K | 0.01% | 323 |
|
|
2024
Q3 | $540K | Buy |
2,046
+408
| +25% | +$108K | 0.01% | 306 |
|
|
2024
Q2 | $397K | Sell |
1,638
-52
| -3% | -$12.6K | 0.01% | 389 |
|
|
2024
Q1 | $422K | Buy |
1,690
+356
| +27% | +$89K | 0.01% | 381 |
|
|
2023
Q4 | $310K | Sell |
1,334
-229
| -15% | -$53.3K | 0.01% | 438 |
|
|
2023
Q3 | $326K | Sell |
1,563
-106
| -6% | -$22.1K | 0.01% | 399 |
|
|
2023
Q2 | $367K | Sell |
1,669
-162
| -9% | -$35.7K | 0.01% | 377 |
|
|
2023
Q1 | $386K | Sell |
1,831
-229
| -11% | -$48.3K | 0.01% | 327 |
|
|
2022
Q4 | $420K | Sell |
2,060
-169
| -8% | -$34.4K | 0.01% | 291 |
|
|
2022
Q3 | $419K | Sell |
2,229
-58
| -3% | -$10.9K | 0.02% | 261 |
|
|
2022
Q2 | $451K | Sell |
2,287
-428
| -16% | -$84.4K | 0.02% | 250 |
|
|
2022
Q1 | $645K | Sell |
2,715
-39
| -1% | -$9.27K | 0.03% | 198 |
|
|
2021
Q4 | $702K | Buy |
+2,754
| New | +$702K | 0.04% | 174 |
|