Invictus Private 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 | $112M | Buy |
398,534
+14,486
| +4% | +$4.05M | 7.64% | 4 |
|
2025
Q1 | $99.3M | Buy |
384,048
+11,535
| +3% | +$2.98M | 7.87% | 4 |
|
2024
Q4 | $98.4M | Buy |
372,513
+9,407
| +3% | +$2.48M | 7.48% | 4 |
|
2024
Q3 | $95.8M | Buy |
363,106
+7,281
| +2% | +$1.92M | 7.58% | 4 |
|
2024
Q2 | $86.1M | Buy |
355,825
+10,457
| +3% | +$2.53M | 7.23% | 4 |
|
2024
Q1 | $86.3M | Buy |
345,368
+8,859
| +3% | +$2.21M | 7.66% | 4 |
|
2023
Q4 | $78.3M | Buy |
336,509
+10,403
| +3% | +$2.42M | 7.66% | 4 |
|
2023
Q3 | $67.9M | Buy |
326,106
+10,124
| +3% | +$2.11M | 7.43% | 4 |
|
2023
Q2 | $69.6M | Buy |
315,982
+11,298
| +4% | +$2.49M | 7.5% | 4 |
|
2023
Q1 | $64.3M | Buy |
304,684
+7,271
| +2% | +$1.53M | 7.56% | 5 |
|
2022
Q4 | $60.6M | Buy |
+297,413
| New | +$60.6M | 7.81% | 5 |
|