Founders Financial Alliance’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 | $714K | Sell |
2,551
-171
| -6% | -$47.9K | 0.16% | 132 |
|
|
2025
Q1 | $704K | Buy |
2,722
+1,303
| +92% | +$337K | 0.17% | 127 |
|
|
2024
Q4 | $375K | Buy |
1,419
+34
| +2% | +$8.98K | 0.1% | 187 |
|
|
2024
Q3 | $365K | Sell |
1,385
-82
| -6% | -$21.6K | 0.1% | 198 |
|
|
2024
Q2 | $355K | Sell |
1,467
-37
| -2% | -$8.96K | 0.11% | 190 |
|
|
2024
Q1 | $376K | Buy |
1,504
+177
| +13% | +$44.2K | 0.11% | 187 |
|
|
2023
Q4 | $309K | Buy |
1,327
+2
| +0.2% | +$465 | 0.12% | 179 |
|
|
2023
Q3 | $276K | Buy |
1,325
+30
| +2% | +$6.25K | 0.12% | 184 |
|
|
2023
Q2 | $285K | Buy |
1,295
+657
| +103% | +$145K | 0.11% | 196 |
|
|
2023
Q1 | $135K | Sell |
638
-696
| -52% | -$147K | 0.07% | 231 |
|
|
2022
Q4 | $272K | Buy |
1,334
+7
| +0.5% | +$1.43K | 0.12% | 177 |
|
|
2022
Q3 | $249K | Buy |
1,327
+114
| +9% | +$21.4K | 0.13% | 179 |
|
|
2022
Q2 | $239K | Sell |
1,213
-111
| -8% | -$21.9K | 0.12% | 183 |
|
|
2022
Q1 | $315K | Buy |
1,324
+15
| +1% | +$3.57K | 0.14% | 151 |
|
|
2021
Q4 | $334K | Hold |
1,309
| – | – | 0.13% | 167 |
|
|
2021
Q3 | $309K | Buy |
1,309
+15
| +1% | +$3.54K | 0.14% | 157 |
|
|
2021
Q2 | $307K | Buy |
1,294
+4
| +0.3% | +$949 | 0.14% | 168 |
|
|
2021
Q1 | $294K | Buy |
1,290
+2
| +0.2% | +$456 | 0.14% | 166 |
|
|
2020
Q4 | $266K | Buy |
1,288
+6
| +0.5% | +$1.24K | 0.15% | 154 |
|
|
2020
Q3 | $231K | Buy |
+1,282
| New | +$231K | 0.14% | 138 |
|