Francis Financial’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 | $7.53M | Buy |
26,890
+24,748
| +1,155% | +$6.93M | 1.73% | 15 |
|
|
2025
Q1 | $554K | Buy |
2,142
+2
| +0.1% | +$517 | 0.13% | 46 |
|
|
2024
Q4 | $565K | Sell |
2,140
-70
| -3% | -$18.5K | 0.14% | 48 |
|
|
2024
Q3 | $583K | Buy |
2,210
+70
| +3% | +$18.5K | 0.15% | 49 |
|
|
2024
Q2 | $518K | Hold |
2,140
| – | – | 0.16% | 47 |
|
|
2024
Q1 | $535K | Hold |
2,140
| – | – | 0.17% | 40 |
|
|
2023
Q4 | $498K | Hold |
2,140
| – | – | 0.21% | 35 |
|
|
2023
Q3 | $446K | Sell |
2,140
-97
| -4% | -$20.2K | 0.23% | 33 |
|
|
2023
Q2 | $492K | Sell |
2,237
-233
| -9% | -$51.3K | 0.27% | 32 |
|
|
2023
Q1 | $521K | Hold |
2,470
| – | – | 0.35% | 28 |
|
|
2022
Q4 | $503K | Hold |
2,470
| – | – | 0.47% | 24 |
|
|
2022
Q3 | $464K | Sell |
2,470
-111
| -4% | -$20.9K | 0.47% | 19 |
|
|
2022
Q2 | $535K | Buy |
+2,581
| New | +$535K | 0.47% | 19 |
|