Grey Fox Wealth Advisors’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 | $19M | Buy |
67,797
+1,252
| +2% | +$352K | 4.54% | 6 |
|
2025
Q1 | $17.2M | Buy |
66,545
+3,091
| +5% | +$799K | 4.59% | 6 |
|
2024
Q4 | $16.8M | Buy |
63,454
+1,414
| +2% | +$373K | 4.6% | 6 |
|
2024
Q3 | $16.4M | Buy |
62,040
+11,755
| +23% | +$3.1M | 4.56% | 6 |
|
2024
Q2 | $12.2M | Buy |
50,285
+2,844
| +6% | +$691K | 4.3% | 7 |
|
2024
Q1 | $11.9M | Buy |
47,441
+4,612
| +11% | +$1.15M | 4.46% | 7 |
|
2023
Q4 | $9.96M | Buy |
42,829
+3,804
| +10% | +$885K | 4.33% | 7 |
|
2023
Q3 | $8.13M | Buy |
39,025
+7,039
| +22% | +$1.47M | 4.08% | 8 |
|
2023
Q2 | $7.04M | Buy |
31,986
+7,740
| +32% | +$1.7M | 3.62% | 7 |
|
2023
Q1 | $5.11M | Buy |
24,246
+2,533
| +12% | +$534K | 3.02% | 8 |
|
2022
Q4 | $4.43M | Buy |
+21,713
| New | +$4.43M | 2.92% | 7 |
|