LJI Wealth Management’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 | $1.49M | Buy |
5,342
+2,333
| +78% | +$653K | 0.26% | 44 |
|
|
2025
Q1 | $778K | Buy |
3,009
+404
| +16% | +$104K | 0.16% | 60 |
|
|
2024
Q4 | $688K | Sell |
2,605
-1,107
| -30% | -$292K | 0.14% | 67 |
|
|
2024
Q3 | $979K | Sell |
3,712
-81
| -2% | -$21.4K | 0.2% | 54 |
|
|
2024
Q2 | $918K | Buy |
3,793
+64
| +2% | +$15.5K | 0.2% | 57 |
|
|
2024
Q1 | $932K | Buy |
3,729
+217
| +6% | +$54.2K | 0.24% | 44 |
|
|
2023
Q4 | $817K | Buy |
3,512
+2,304
| +191% | +$536K | 0.21% | 54 |
|
|
2023
Q3 | $252K | Buy |
1,208
+215
| +22% | +$44.8K | 0.07% | 139 |
|
|
2023
Q2 | $219K | Buy |
+993
| New | +$219K | 0.06% | 145 |
|