MB, Levis & Associates’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 | $136K | Sell |
487
-14
| -3% | -$3.92K | 0.06% | 78 |
|
2025
Q1 | $130K | Buy |
501
+3
| +0.6% | +$775 | 0.06% | 76 |
|
2024
Q4 | $132K | Buy |
498
+2
| +0.4% | +$529 | 0.07% | 73 |
|
2024
Q3 | $131K | Buy |
496
+3
| +0.6% | +$792 | 0.06% | 74 |
|
2024
Q2 | $119K | Hold |
493
| – | – | 0.06% | 75 |
|
2024
Q1 | $123K | Buy |
493
+2
| +0.4% | +$499 | 0.07% | 74 |
|
2023
Q4 | $114K | Buy |
491
+3
| +0.6% | +$698 | 0.07% | 74 |
|
2023
Q3 | $102K | Buy |
488
+1
| +0.2% | +$208 | 0.07% | 75 |
|
2023
Q2 | $107K | Buy |
487
+2
| +0.4% | +$440 | 0.07% | 77 |
|
2023
Q1 | $102K | Buy |
485
+14
| +3% | +$2.95K | 0.07% | 78 |
|
2022
Q4 | $96.1K | Buy |
+471
| New | +$96.1K | 0.08% | 75 |
|