Kestra Investment Management’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
$249M Buy
924,132
+486,809
+111% +$131M 3.84% 6
2025
Q1
$113M Buy
437,323
+287,190
+191% +$74.3M 3.54% 7
2024
Q4
$39.7M Buy
150,133
+12,072
+9% +$3.19M 1.56% 16
2024
Q3
$36.4M Buy
138,061
+83,726
+154% +$22.1M 1.56% 16
2024
Q2
$13.2M Buy
+54,335
New +$13.2M 0.9% 34