IMA 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 | $24.6K | Buy |
88
+39
| +80% | +$10.9K | ﹤0.01% | 273 |
|
|
2025
Q1 | $12.7K | Buy |
+49
| New | +$12.7K | ﹤0.01% | 303 |
|
|
2021
Q3 | – | Sell |
-39
| Closed | -$9K | – | 293 |
|
|
2021
Q2 | $9K | Sell |
39
-217
| -85% | -$50.1K | ﹤0.01% | 238 |
|
|
2021
Q1 | $57K | Buy |
+256
| New | +$57K | 0.01% | 152 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$6K | – | 311 |
|
|
2019
Q1 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 228 |
|