FourThought Financial Partners’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 | $321K | Hold |
1,147
| – | – | 0.03% | 228 |
|
|
2025
Q1 | $297K | Buy |
1,147
+148
| +15% | +$38.3K | 0.03% | 241 |
|
|
2024
Q4 | $264K | Buy |
999
+79
| +9% | +$20.9K | 0.03% | 260 |
|
|
2024
Q3 | $243K | Sell |
920
-3
| -0.3% | -$791 | 0.03% | 164 |
|
|
2024
Q2 | $223K | Hold |
923
| – | – | 0.03% | 171 |
|
|
2024
Q1 | $231K | Sell |
923
-28
| -3% | -$6.99K | 0.03% | 289 |
|
|
2023
Q4 | $221K | Buy |
+951
| New | +$221K | 0.03% | 295 |
|
|
2023
Q3 | – | Sell |
-916
| Closed | -$202K | – | 332 |
|
|
2023
Q2 | $202K | Buy |
+916
| New | +$202K | 0.03% | 314 |
|