Grunden Financial Advisory’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 | $336K | Hold |
1,200
| – | – | 0.15% | 22 |
|
|
2025
Q1 | $310K | Hold |
1,200
| – | – | 0.15% | 18 |
|
|
2024
Q4 | $317K | Hold |
1,200
| – | – | 0.15% | 18 |
|
|
2024
Q3 | $317K | Hold |
1,200
| – | – | 0.16% | 18 |
|
|
2024
Q2 | $291K | Hold |
1,200
| – | – | 0.15% | 19 |
|
|
2024
Q1 | $300K | Sell |
1,200
-4
| -0.3% | -$999 | 0.16% | 21 |
|
|
2023
Q4 | $280K | Buy |
+1,204
| New | +$280K | 0.16% | 19 |
|