KPP Advisory Services’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 | $1.18M | Sell |
4,201
-349
| -8% | -$97.7K | 0.19% | 114 |
|
2025
Q1 | $1.18M | Sell |
4,550
-732
| -14% | -$189K | 0.22% | 100 |
|
2024
Q4 | $1.4M | Sell |
5,282
-161
| -3% | -$42.5K | 0.33% | 71 |
|
2024
Q3 | $1.44M | Sell |
5,443
-75
| -1% | -$19.8K | 0.34% | 68 |
|
2024
Q2 | $1.34M | Buy |
5,518
+188
| +4% | +$45.5K | 0.36% | 64 |
|
2024
Q1 | $1.33M | Buy |
+5,330
| New | +$1.33M | 0.37% | 63 |
|
2023
Q4 | – | Sell |
-6,201
| Closed | -$1.29M | – | 215 |
|
2023
Q3 | $1.29M | Buy |
+6,201
| New | +$1.29M | 0.43% | 55 |
|