L.M. Kohn & Company’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 | $343K | Sell |
1,226
-1,551
| -56% | -$434K | 0.09% | 180 |
|
|
2025
Q1 | $718K | Buy |
2,777
+486
| +21% | +$126K | 0.19% | 116 |
|
|
2024
Q4 | $605K | Buy |
2,291
+223
| +11% | +$58.9K | 0.16% | 125 |
|
|
2024
Q3 | $546K | Buy |
2,068
+734
| +55% | +$194K | 0.14% | 137 |
|
|
2024
Q2 | $335K | Sell |
1,334
-363
| -21% | -$91.2K | 0.09% | 190 |
|
|
2024
Q1 | $424K | Sell |
1,697
-503
| -23% | -$126K | 0.12% | 161 |
|
|
2023
Q4 | $512K | Buy |
2,200
+803
| +57% | +$187K | 0.16% | 127 |
|
|
2023
Q3 | $291K | Sell |
1,397
-98
| -7% | -$20.4K | 0.11% | 170 |
|
|
2023
Q2 | $329K | Buy |
1,495
+56
| +4% | +$12.3K | 0.12% | 153 |
|
|
2023
Q1 | $304K | Sell |
1,439
-10
| -0.7% | -$2.11K | 0.13% | 160 |
|
|
2022
Q4 | $295K | Sell |
1,449
-10
| -0.7% | -$2.04K | 0.14% | 157 |
|
|
2022
Q3 | $275K | Sell |
1,459
-540
| -27% | -$102K | 0.13% | 158 |
|
|
2022
Q2 | $394K | Sell |
1,999
-17
| -0.8% | -$3.35K | 0.18% | 139 |
|
|
2022
Q1 | $480K | Buy |
+2,016
| New | +$480K | 0.19% | 138 |
|