KFA
Kelleher Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
6,637
+198
| +3% | +$55.4K | 0.64% | 25 |
|
|
2025
Q1 | $1.67M | Buy |
6,439
+520
| +9% | +$134K | 0.66% | 23 |
|
|
2024
Q4 | $1.56M | Sell |
5,919
-480
| -8% | -$127K | 0.59% | 28 |
|
|
2024
Q3 | $1.69M | Buy |
6,399
+510
| +9% | +$135K | 0.64% | 23 |
|
|
2024
Q2 | $1.43M | Hold |
5,889
| – | – | 0.59% | 24 |
|
|
2024
Q1 | $1.47M | Buy |
5,889
+710
| +14% | +$177K | 0.61% | 23 |
|
|
2023
Q4 | $1.2M | Sell |
5,179
-23
| -0.4% | -$5.35K | 0.57% | 24 |
|
|
2023
Q3 | $1.08M | Hold |
5,202
| – | – | 0.56% | 25 |
|
|
2023
Q2 | $1.15M | Hold |
5,202
| – | – | 0.66% | 23 |
|
|
2023
Q1 | $1.1M | Buy |
5,202
+2,521
| +94% | +$532K | 0.72% | 24 |
|
|
2022
Q4 | $547K | Buy |
+2,681
| New | +$547K | 0.41% | 48 |
|