Holos Integrated Wealth’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
$7.92M Buy
27,920
+146
+0.5% +$41.4K 4.76% 5
2025
Q1
$7.18M Buy
27,774
+8
+0% +$2.07K 4.71% 6
2024
Q4
$7.33M Buy
+27,766
New +$7.33M 5.01% 7