James Reed Financial 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 | $15.2M | Buy |
54,459
+2,311
| +4% | +$647K | 13.83% | 4 |
|
|
2025
Q1 | $13.5M | Sell |
52,148
-736
| -1% | -$190K | 15.03% | 4 |
|
|
2024
Q4 | $14M | Buy |
+52,884
| New | +$14M | 14.57% | 4 |
|
|
2022
Q3 | $5.86M | Buy |
31,169
+525
| +2% | +$98.7K | 8.77% | 4 |
|
|
2022
Q2 | $6.04M | Buy |
30,644
+266
| +0.9% | +$52.4K | 8.37% | 4 |
|
|
2022
Q1 | $7.23M | Buy |
30,378
+69
| +0.2% | +$16.4K | 8.24% | 4 |
|
|
2021
Q4 | $7.72M | Buy |
+30,309
| New | +$7.72M | 7.33% | 4 |
|