Goldstone Financial Group’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 | $13.2M | Buy |
46,558
+4,068
| +10% | +$1.15M | 1.74% | 12 |
|
2025
Q1 | $11M | Buy |
42,490
+4,075
| +11% | +$1.05M | 1.66% | 16 |
|
2024
Q4 | $10.1M | Buy |
38,415
+6,637
| +21% | +$1.75M | 1.59% | 19 |
|
2024
Q3 | $8.38M | Buy |
31,778
+3,809
| +14% | +$1M | 1.46% | 22 |
|
2024
Q2 | $6.77M | Buy |
27,969
+3,680
| +15% | +$891K | 1.36% | 22 |
|
2024
Q1 | $6.07M | Buy |
24,289
+1,658
| +7% | +$414K | 1.39% | 21 |
|
2023
Q4 | $5.26M | Buy |
22,631
+4,248
| +23% | +$988K | 1.36% | 20 |
|
2023
Q3 | $3.83M | Buy |
18,383
+1,709
| +10% | +$356K | 1.13% | 24 |
|
2023
Q2 | $3.67M | Buy |
16,674
+1,392
| +9% | +$306K | 1.08% | 22 |
|
2023
Q1 | $3.22M | Buy |
+15,282
| New | +$3.22M | 1.06% | 23 |
|