Hummer Financial Advisory Services’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 | $646K | Buy |
2,299
+500
| +28% | +$140K | 0.49% | 43 |
|
|
2025
Q1 | $465K | Buy |
1,799
+974
| +118% | +$252K | 0.38% | 57 |
|
|
2024
Q4 | $218K | Hold |
825
| – | – | 0.17% | 104 |
|
|
2024
Q3 | $218K | Hold |
825
| – | – | 0.17% | 104 |
|
|
2024
Q2 | $200K | Sell |
825
-90
| -10% | -$21.9K | 0.17% | 100 |
|
|
2024
Q1 | $229K | Buy |
+915
| New | +$229K | 0.19% | 99 |
|
|
2022
Q2 | – | Sell |
-870
| Closed | -$207K | – | 102 |
|
|
2022
Q1 | $207K | Hold |
870
| – | – | 0.19% | 100 |
|
|
2021
Q4 | $222K | Hold |
870
| – | – | 0.19% | 98 |
|
|
2021
Q3 | $206K | Hold |
870
| – | – | 0.19% | 101 |
|
|
2021
Q2 | $206K | Buy |
+870
| New | +$206K | 0.19% | 104 |
|