Marks Group 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 | $1.54M | Hold |
5,490
| – | – | 0.14% | 141 |
|
|
2025
Q1 | $1.42M | Sell |
5,490
-1
| -0% | -$259 | 0.14% | 150 |
|
|
2024
Q4 | $1.45M | Sell |
5,491
-32
| -0.6% | -$8.45K | 0.14% | 141 |
|
|
2024
Q3 | $1.46M | Buy |
5,523
+33
| +0.6% | +$8.71K | 0.14% | 146 |
|
|
2024
Q2 | $1.33M | Sell |
5,490
-370
| -6% | -$89.6K | 0.14% | 150 |
|
|
2024
Q1 | $1.46M | Sell |
5,860
-1
| -0% | -$250 | 0.15% | 142 |
|
|
2023
Q4 | $1.36M | Hold |
5,861
| – | – | 0.16% | 142 |
|
|
2023
Q3 | $1.22M | Hold |
5,861
| – | – | 0.15% | 147 |
|
|
2023
Q2 | $1.29M | Hold |
5,861
| – | – | 0.15% | 145 |
|
|
2023
Q1 | $1.24M | Buy |
+5,861
| New | +$1.24M | 0.16% | 146 |
|