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M Wealth Management LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

M Wealth Management LLC’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 		$277K Hold
988
– – 0.26% 38
2025
Q1 		$256K Buy
988
+4
+0.4% +$1.04K 0.24% 38
2024
Q4 		$260K Buy
+984
New +$260K 0.24% 40