Kingswood Wealth Advisors’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 | $3.24M | Buy |
11,573
+1,054
| +10% | +$295K | 0.26% | 89 |
|
|
2025
Q1 | $2.72M | Sell |
10,519
-1,839
| -15% | -$476K | 0.25% | 93 |
|
|
2024
Q4 | $3.26M | Sell |
12,358
-1,082
| -8% | -$286K | 0.25% | 87 |
|
|
2024
Q3 | $3.54M | Buy |
13,440
+7,509
| +127% | +$1.98M | 0.25% | 93 |
|
|
2024
Q2 | $1.44M | Buy |
5,931
+1,753
| +42% | +$424K | 0.13% | 169 |
|
|
2024
Q1 | $1.04M | Sell |
4,178
-234
| -5% | -$58.5K | 0.12% | 196 |
|
|
2023
Q4 | $1.03M | Buy |
+4,412
| New | +$1.03M | 0.12% | 191 |
|