GoalFusion Wealth Management’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 | $3.19M | Buy |
11,386
+87
| +0.8% | +$24.3K | 1.64% | 12 |
|
|
2025
Q1 | $2.92M | Buy |
11,299
+144
| +1% | +$37.2K | 1.6% | 12 |
|
|
2024
Q4 | $2.95M | Buy |
11,155
+401
| +4% | +$106K | 1.61% | 12 |
|
|
2024
Q3 | $2.84M | Buy |
10,754
+1,392
| +15% | +$367K | 1.57% | 12 |
|
|
2024
Q2 | $2.27M | Sell |
9,362
-116
| -1% | -$28.1K | 1.41% | 12 |
|
|
2024
Q1 | $2.37M | Buy |
9,478
+319
| +3% | +$79.7K | 1.51% | 12 |
|
|
2023
Q4 | $2.13M | Buy |
9,159
+800
| +10% | +$186K | 1.45% | 13 |
|
|
2023
Q3 | $1.74M | Buy |
8,359
+464
| +6% | +$96.6K | 1.29% | 13 |
|
|
2023
Q2 | $1.74M | Buy |
7,895
+50
| +0.6% | +$11K | 1.28% | 13 |
|
|
2023
Q1 | $1.65M | Sell |
7,845
-1,483
| -16% | -$313K | 1.3% | 13 |
|
|
2022
Q4 | $2.05M | Buy |
9,328
+740
| +9% | +$163K | 1.65% | 10 |
|
|
2022
Q3 | $1.61M | Buy |
8,588
+863
| +11% | +$162K | 1.53% | 9 |
|
|
2022
Q2 | $1.52M | Buy |
7,725
+684
| +10% | +$135K | 1.43% | 9 |
|
|
2022
Q1 | $1.67M | Buy |
7,041
+1,142
| +19% | +$271K | 1.44% | 9 |
|
|
2021
Q4 | $1.3M | Buy |
+5,899
| New | +$1.3M | 1.28% | 8 |
|