FFG
Frisch Financial 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 | $16M | Buy |
57,084
+640
| +1% | +$180K | 3.92% | 7 |
|
|
2025
Q1 | $14.6M | Sell |
56,444
-278
| -0.5% | -$71.9K | 4.1% | 7 |
|
|
2024
Q4 | $15M | Sell |
56,722
-401
| -0.7% | -$106K | 4.53% | 7 |
|
|
2024
Q3 | $15.1M | Sell |
57,123
-265
| -0.5% | -$69.9K | 4.53% | 6 |
|
|
2024
Q2 | $13.9M | Buy |
57,388
+1,132
| +2% | +$274K | 4.21% | 7 |
|
|
2024
Q1 | $14M | Buy |
56,256
+1,434
| +3% | +$358K | 4.66% | 6 |
|
|
2023
Q4 | $12.8M | Buy |
54,822
+5,456
| +11% | +$1.27M | 4.81% | 6 |
|
|
2023
Q3 | $10.3M | Buy |
49,366
+5,608
| +13% | +$1.17M | 4.17% | 8 |
|
|
2023
Q2 | $9.63M | Sell |
43,758
-487
| -1% | -$107K | 4.62% | 7 |
|
|
2023
Q1 | $9.33M | Buy |
44,245
+1,108
| +3% | +$234K | 3.62% | 9 |
|
|
2022
Q4 | $8.79M | Buy |
43,137
+1,347
| +3% | +$275K | 3.3% | 9 |
|
|
2022
Q3 | $7.86M | Sell |
41,790
-19,315
| -32% | -$3.63M | 3.33% | 11 |
|
|
2022
Q2 | $12M | Buy |
61,105
+1,550
| +3% | +$305K | 4.65% | 3 |
|
|
2022
Q1 | $14.2M | Buy |
59,555
+3,832
| +7% | +$911K | 4.55% | 3 |
|
|
2021
Q4 | $14.2M | Sell |
55,723
-1,691
| -3% | -$430K | 4.44% | 2 |
|
|
2021
Q3 | $13.6M | Buy |
57,414
+910
| +2% | +$215K | 4.53% | 3 |
|
|
2021
Q2 | $13.4M | Sell |
56,504
-1,041
| -2% | -$247K | 4.22% | 3 |
|
|
2021
Q1 | $12.7M | Buy |
57,545
+23
| +0% | +$5.09K | 4.29% | 4 |
|
|
2020
Q4 | $11.9M | Buy |
57,522
+360
| +0.6% | +$74.4K | 4.35% | 4 |
|
|
2020
Q3 | $10.1M | Buy |
57,162
+171
| +0.3% | +$30.1K | 4.38% | 5 |
|
|
2020
Q2 | $9.34M | Sell |
56,991
-1,357
| -2% | -$222K | 4.41% | 5 |
|
|
2020
Q1 | $7.68M | Sell |
58,348
-1,607
| -3% | -$212K | 4.47% | 4 |
|
|
2019
Q4 | $10.7M | Sell |
59,955
-980
| -2% | -$175K | 5.06% | 4 |
|
|
2019
Q3 | $10.2M | Buy |
60,935
+2,501
| +4% | +$419K | 6.17% | 3 |
|
|
2019
Q2 | $9.77M | Sell |
58,434
-6,817
| -10% | -$1.14M | 6.54% | 3 |
|
|
2019
Q1 | $10.5M | Sell |
65,251
-1,870
| -3% | -$301K | 6.42% | 3 |
|
|
2018
Q4 | $9.28M | Buy |
+67,121
| New | +$9.28M | 6.49% | 3 |
|