MSWA
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Marshall & Sterling Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.81M Buy
13,687
+284
+2% +$79.1K 2.58% 12
2025
Q1 		$3.47M Sell
13,403
-359
-3% -$92.9K 2.36% 12
2024
Q4 		$3.63M Buy
+13,762
New +$3.63M 2.51% 13