Marathon Strategic 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 | $4.73M | Hold |
16,909
| – | – | 4.4% | 8 |
|
|
2025
Q1 | $4.37M | Sell |
16,909
-245
| -1% | -$63.4K | 4.7% | 8 |
|
|
2024
Q4 | $4.53M | Sell |
17,154
-148
| -0.9% | -$39.1K | 4.9% | 8 |
|
|
2024
Q3 | $4.56M | Sell |
17,302
-33
| -0.2% | -$8.71K | 4.82% | 8 |
|
|
2024
Q2 | $4.2M | Buy |
+17,335
| New | +$4.2M | 4.9% | 7 |
|
|
2024
Q1 | – | Sell |
-17,519
| Closed | -$4.08M | – | 37 |
|
|
2023
Q4 | $4.08M | Buy |
+17,519
| New | +$4.08M | 5.52% | 7 |
|