Greenleaf Trust’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 | $227K | Buy |
+811
| New | +$227K | ﹤0.01% | 728 |
|
|
2025
Q1 | – | Sell |
-1,157
| Closed | -$306K | – | 837 |
|
|
2024
Q4 | $306K | Sell |
1,157
-28
| -2% | -$7.4K | ﹤0.01% | 647 |
|
|
2024
Q3 | $313K | Buy |
1,185
+324
| +38% | +$85.5K | ﹤0.01% | 650 |
|
|
2024
Q2 | $208K | Sell |
861
-593
| -41% | -$144K | ﹤0.01% | 749 |
|
|
2024
Q1 | $363K | Sell |
1,454
-49
| -3% | -$12.2K | ﹤0.01% | 551 |
|
|
2023
Q4 | $350K | Sell |
1,503
-1,069
| -42% | -$249K | ﹤0.01% | 557 |
|
|
2023
Q3 | $536K | Buy |
2,572
+1,528
| +146% | +$318K | 0.01% | 418 |
|
|
2023
Q2 | $230K | Sell |
1,044
-23
| -2% | -$5.06K | ﹤0.01% | 683 |
|
|
2023
Q1 | $225K | Buy |
+1,067
| New | +$225K | ﹤0.01% | 695 |
|