Marshall Financial Group (Pennsylvania)’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 | $16.8M | Sell |
59,878
-2,586
| -4% | -$724K | 5.02% | 11 |
|
|
2025
Q1 | $16.2M | Buy |
62,464
+1,070
| +2% | +$277K | 5.08% | 11 |
|
|
2024
Q4 | $16.2M | Buy |
61,394
+775
| +1% | +$205K | 4.96% | 11 |
|
|
2024
Q3 | $16M | Buy |
60,619
+2,361
| +4% | +$623K | 4.83% | 11 |
|
|
2024
Q2 | $14.1M | Sell |
58,258
-117
| -0.2% | -$28.3K | 4.58% | 11 |
|
|
2024
Q1 | $14.6M | Buy |
58,375
+680
| +1% | +$170K | 4.81% | 11 |
|
|
2023
Q4 | $13.4M | Buy |
57,695
+2,808
| +5% | +$653K | 4.79% | 11 |
|
|
2023
Q3 | $11.4M | Buy |
54,887
+614
| +1% | +$128K | 4.66% | 11 |
|
|
2023
Q2 | $11.9M | Buy |
54,273
+1,834
| +3% | +$404K | 4.58% | 11 |
|
|
2023
Q1 | $11.1M | Buy |
52,439
+1,060
| +2% | +$224K | 4.5% | 12 |
|
|
2022
Q4 | $10.5M | Buy |
51,379
+3,712
| +8% | +$757K | 4.5% | 11 |
|
|
2022
Q3 | $8.96M | Buy |
47,667
+3,922
| +9% | +$737K | 4.24% | 11 |
|
|
2022
Q2 | $8.62M | Buy |
43,745
+4,423
| +11% | +$871K | 3.91% | 12 |
|
|
2022
Q1 | $9.35M | Buy |
39,322
+2,201
| +6% | +$523K | 3.73% | 12 |
|
|
2021
Q4 | $9.46M | Buy |
37,121
+980
| +3% | +$250K | 3.66% | 11 |
|
|
2021
Q3 | $8.56M | Buy |
36,141
+1,052
| +3% | +$249K | 3.6% | 11 |
|
|
2021
Q2 | $8.33M | Sell |
35,089
-332
| -0.9% | -$78.8K | 3.54% | 11 |
|
|
2021
Q1 | $7.84M | Buy |
35,421
+2,015
| +6% | +$446K | 3.56% | 12 |
|
|
2020
Q4 | $6.91M | Buy |
33,406
+4,567
| +16% | +$944K | 3.38% | 12 |
|
|
2020
Q3 | $5.08M | Buy |
28,839
+6,237
| +28% | +$1.1M | 3% | 12 |
|
|
2020
Q2 | $3.71M | Buy |
22,602
+6,100
| +37% | +$1,000K | 2.46% | 13 |
|
|
2020
Q1 | $2.17M | Buy |
16,502
+8,757
| +113% | +$1.15M | 1.76% | 16 |
|
|
2019
Q4 | $1.38M | Buy |
7,745
+460
| +6% | +$82K | 0.93% | 22 |
|
|
2019
Q3 | $1.22M | Buy |
7,285
+24
| +0.3% | +$4.02K | 0.93% | 20 |
|
|
2019
Q2 | $1.21M | Buy |
7,261
+1,481
| +26% | +$248K | 0.93% | 20 |
|
|
2019
Q1 | $929K | Sell |
5,780
-316
| -5% | -$50.8K | 0.76% | 21 |
|
|
2018
Q4 | $842K | Buy |
+6,096
| New | +$842K | 0.8% | 22 |
|