Kozak & Associates’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 | $75.1K | Sell |
265
-12
| -4% | -$3.4K | 0.02% | 124 |
|
|
2025
Q1 | $68.3K | Buy |
277
+13
| +5% | +$3.21K | 0.02% | 115 |
|
|
2024
Q4 | $70.6K | Hold |
264
| – | – | 0.02% | 118 |
|
|
2024
Q3 | $71.2K | Buy |
264
+185
| +234% | +$49.9K | 0.02% | 116 |
|
|
2024
Q2 | $19K | Buy |
79
+1
| +1% | +$241 | ﹤0.01% | 176 |
|
|
2024
Q1 | $19.4K | Buy |
+78
| New | +$19.4K | 0.01% | 179 |
|