LongView 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 | $2.82M | Buy |
10,068
+2,624
| +35% | +$734K | 0.85% | 30 |
|
2025
Q1 | $1.93M | Buy |
7,444
+1,240
| +20% | +$321K | 0.58% | 41 |
|
2024
Q4 | $1.64M | Buy |
6,204
+7
| +0.1% | +$1.85K | 0.5% | 45 |
|
2024
Q3 | $1.63M | Buy |
6,197
+491
| +9% | +$130K | 0.52% | 45 |
|
2024
Q2 | $1.38M | Sell |
5,706
-189
| -3% | -$45.8K | 0.51% | 45 |
|
2024
Q1 | $1.47M | Sell |
5,895
-1,957
| -25% | -$489K | 0.58% | 43 |
|
2023
Q4 | $1.8M | Buy |
+7,852
| New | +$1.8M | 0.81% | 31 |
|