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