Kuhn & Co Investment Counsel’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 | $1.05M | Hold |
3,754
| – | – | 0.79% | 34 |
|
2025
Q1 | $971K | Hold |
3,754
| – | – | 0.82% | 36 |
|
2024
Q4 | $991K | Buy |
3,754
+16
| +0.4% | +$4.23K | 0.84% | 36 |
|
2024
Q3 | $986K | Buy |
3,738
+23
| +0.6% | +$6.07K | 0.84% | 33 |
|
2024
Q2 | $899K | Buy |
3,715
+4
| +0.1% | +$968 | 0.81% | 38 |
|
2024
Q1 | $927K | Sell |
3,711
-24
| -0.6% | -$6K | 0.87% | 36 |
|
2023
Q4 | $869K | Buy |
+3,735
| New | +$869K | 0.89% | 37 |
|