FPCG
Forum Private Client Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Buy |
31,273
+4,050
| +15% | +$1.13M | 3.37% | 9 |
|
|
2025
Q1 | $7.04M | Buy |
27,223
+1,455
| +6% | +$376K | 3.06% | 11 |
|
|
2024
Q4 | $6.78M | Buy |
25,768
+915
| +4% | +$241K | 3.02% | 10 |
|
|
2024
Q3 | $6.56M | Buy |
24,853
+1,041
| +4% | +$275K | 2.91% | 10 |
|
|
2024
Q2 | $5.76M | Buy |
23,812
+225
| +1% | +$54.5K | 2.74% | 12 |
|
|
2024
Q1 | $5.89M | Buy |
23,587
+770
| +3% | +$192K | 2.85% | 11 |
|
|
2023
Q4 | $5.31M | Buy |
+22,817
| New | +$5.31M | 2.77% | 12 |
|
|
2023
Q3 | – | Sell |
-20,827
| Closed | -$4.59M | – | 65 |
|
|
2023
Q2 | $4.59M | Buy |
20,827
+2,702
| +15% | +$595K | 2.63% | 12 |
|
|
2023
Q1 | $3.82M | Buy |
18,125
+561
| +3% | +$118K | 2.42% | 14 |
|
|
2022
Q4 | $3.58M | Buy |
17,564
+1,140
| +7% | +$232K | 2.47% | 14 |
|
|
2022
Q3 | $3.09M | Buy |
16,424
+1,334
| +9% | +$251K | 2.31% | 13 |
|
|
2022
Q2 | $2.97M | Buy |
15,090
+2,777
| +23% | +$547K | 2.16% | 14 |
|
|
2022
Q1 | $2.93M | Buy |
+12,313
| New | +$2.93M | 2.27% | 15 |
|