KFA Private Wealth Group’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 | $6.94M | Sell |
24,788
-224
| -0.9% | -$62.7K | 2.15% | 15 |
|
|
2025
Q1 | $6.47M | Buy |
25,012
+1,504
| +6% | +$389K | 2.26% | 15 |
|
|
2024
Q4 | $6.21M | Sell |
23,508
-1,984
| -8% | -$524K | 2.6% | 11 |
|
|
2024
Q3 | $6.73M | Sell |
25,492
-13,738
| -35% | -$3.62M | 3.21% | 8 |
|
|
2024
Q2 | $9.5M | Sell |
39,230
-59,948
| -60% | -$14.5M | 4.92% | 6 |
|
|
2024
Q1 | $24.8M | Buy |
99,178
+3,375
| +4% | +$843K | 7.69% | 2 |
|
|
2023
Q4 | $22.3M | Buy |
95,803
+9,430
| +11% | +$2.19M | 7.99% | 4 |
|
|
2023
Q3 | $18M | Buy |
86,373
+1,221
| +1% | +$254K | 7.48% | 4 |
|
|
2023
Q2 | $18.7M | Buy |
85,152
+937
| +1% | +$206K | 7.77% | 3 |
|
|
2023
Q1 | $17.8M | Sell |
84,215
-123
| -0.1% | -$25.9K | 8.09% | 3 |
|
|
2022
Q4 | $17.2M | Buy |
84,338
+1,263
| +2% | +$257K | 8.77% | 2 |
|
|
2022
Q3 | $15.6M | Buy |
83,075
+967
| +1% | +$182K | 8.31% | 2 |
|
|
2022
Q2 | $16.2M | Buy |
82,108
+4,216
| +5% | +$830K | 8.94% | 2 |
|
|
2022
Q1 | $18.5M | Buy |
77,892
+3,703
| +5% | +$881K | 9.29% | 2 |
|
|
2021
Q4 | $18.9M | Buy |
74,189
+3,607
| +5% | +$919K | 9.4% | 2 |
|
|
2021
Q3 | $16.7M | Buy |
70,582
+573
| +0.8% | +$136K | 9.15% | 2 |
|
|
2021
Q2 | $16.6M | Buy |
70,009
+9,588
| +16% | +$2.28M | 9.07% | 2 |
|
|
2021
Q1 | $13.4M | Buy |
60,421
+5,176
| +9% | +$1.15M | 7.8% | 2 |
|
|
2020
Q4 | $11.4M | Buy |
55,245
+8,514
| +18% | +$1.76M | 7.25% | 3 |
|
|
2020
Q3 | $8.24M | Buy |
46,731
+7,061
| +18% | +$1.24M | 6.17% | 3 |
|
|
2020
Q2 | $6.5M | Buy |
39,670
+35,862
| +942% | +$5.88M | 6.25% | 3 |
|
|
2020
Q1 | $501K | Buy |
3,808
+2,006
| +111% | +$264K | 0.59% | 25 |
|
|
2019
Q4 | $321K | Buy |
+1,802
| New | +$321K | 0.29% | 38 |
|