Lifeworks Advisors’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 | $565K | Sell |
2,021
-95
| -4% | -$26.6K | 0.08% | 176 |
|
|
2025
Q1 | $547K | Buy |
2,116
+470
| +29% | +$122K | 0.09% | 174 |
|
|
2024
Q4 | $435K | Buy |
1,646
+26
| +2% | +$6.87K | 0.08% | 187 |
|
|
2024
Q3 | $427K | Buy |
1,620
+277
| +21% | +$73.1K | 0.08% | 182 |
|
|
2024
Q2 | $325K | Buy |
+1,343
| New | +$325K | 0.09% | 169 |
|