Insigneo 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 | $293K | Hold |
1,047
| – | – | 0.03% | 467 |
|
2025
Q1 | $271K | Buy |
+1,047
| New | +$271K | 0.03% | 440 |
|
2024
Q3 | – | Sell |
-894
| Closed | -$213K | – | 652 |
|
2024
Q2 | $213K | Buy |
+894
| New | +$213K | 0.02% | 491 |
|
2023
Q4 | – | Sell |
-2,086
| Closed | -$434K | – | 454 |
|
2023
Q3 | $434K | Sell |
2,086
-2
| -0.1% | -$416 | 0.09% | 210 |
|
2023
Q2 | $460K | Buy |
+2,088
| New | +$460K | 0.09% | 212 |
|