Henrickson Nauta 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 | $266K | Hold |
950
| – | – | 0.09% | 70 |
|
|
2025
Q1 | $228K | Hold |
950
| – | – | 0.09% | 69 |
|
|
2024
Q4 | $251K | Hold |
950
| – | – | 0.1% | 67 |
|
|
2024
Q3 | $251K | Sell |
950
-13
| -1% | -$3.43K | 0.1% | 69 |
|
|
2024
Q2 | $234K | Buy |
+963
| New | +$234K | 0.1% | 66 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$2K | – | 256 |
|
|
2021
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 244 |
|