Houlihan Financial Resource Group’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 | $9.16M | Sell |
32,422
-491
| -1% | -$139K | 3.8% | 4 |
|
|
2025
Q1 | $8.51M | Sell |
32,913
-547
| -2% | -$141K | 3.82% | 4 |
|
|
2024
Q4 | $8.84M | Sell |
33,460
-1,640
| -5% | -$433K | 3.77% | 4 |
|
|
2024
Q3 | $9.26M | Buy |
+35,100
| New | +$9.26M | 3.83% | 4 |
|
|
2024
Q2 | – | Sell |
-36,316
| Closed | -$9.07M | – | 97 |
|
|
2024
Q1 | $9.07M | Sell |
36,316
-217
| -0.6% | -$54.2K | 4.07% | 4 |
|
|
2023
Q4 | $8.5M | Buy |
36,533
+1,670
| +5% | +$389K | 4.12% | 4 |
|
|
2023
Q3 | $7.09M | Buy |
+34,863
| New | +$7.09M | 3.79% | 5 |
|
|
2023
Q2 | – | Sell |
-35,811
| Closed | -$7.55M | – | 172 |
|
|
2023
Q1 | $7.55M | Buy |
35,811
+774
| +2% | +$163K | 4.12% | 5 |
|
|
2022
Q4 | $7.37M | Sell |
35,037
-709
| -2% | -$149K | 4.25% | 5 |
|
|
2022
Q3 | $7.11M | Buy |
+35,746
| New | +$7.11M | 4.33% | 5 |
|
|
2020
Q3 | $6.17M | Buy |
+32,015
| New | +$6.17M | 3.56% | 5 |
|
|
2020
Q1 | $3.97M | Buy |
30,156
+2,278
| +8% | +$300K | 3.45% | 5 |
|
|
2019
Q4 | $4.97M | Buy |
+27,878
| New | +$4.97M | 3.21% | 7 |
|