LWM
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Level Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Level Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Hold
992
– – 0.16% 54
2025
Q1 		$257K Hold
992
– – 0.17% 46
2024
Q4 		$262K Buy
+992
New +$262K 0.19% 44