MW
MBL Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Sell |
22,212
-50
| -0.2% | -$14K | 0.59% | 38 |
|
|
2025
Q1 | $5.76M | Sell |
22,262
-11
| -0% | -$2.85K | 0.58% | 38 |
|
|
2024
Q4 | $5.88M | Sell |
22,273
-330
| -1% | -$87.2K | 0.59% | 39 |
|
|
2024
Q3 | $5.96M | Sell |
22,603
-211
| -0.9% | -$55.7K | 0.64% | 37 |
|
|
2024
Q2 | $5.52M | Buy |
22,814
+801
| +4% | +$194K | 0.62% | 39 |
|
|
2024
Q1 | $5.5M | Buy |
22,013
+3,950
| +22% | +$987K | 0.62% | 39 |
|
|
2023
Q4 | $4.2M | Buy |
18,063
+8,635
| +92% | +$2.01M | 0.53% | 38 |
|
|
2023
Q3 | $1.96M | Buy |
9,428
+178
| +2% | +$37.1K | 0.28% | 47 |
|
|
2023
Q2 | $2.04M | Buy |
9,250
+197
| +2% | +$43.4K | 0.29% | 46 |
|
|
2023
Q1 | $1.91M | Sell |
9,053
-3,100
| -26% | -$654K | 0.3% | 45 |
|
|
2022
Q4 | $2.48M | Buy |
12,153
+3,157
| +35% | +$643K | 0.47% | 37 |
|
|
2022
Q3 | $1.69M | Sell |
8,996
-795
| -8% | -$149K | 0.36% | 54 |
|
|
2022
Q2 | $1.93M | Buy |
9,791
+745
| +8% | +$147K | 0.48% | 45 |
|
|
2022
Q1 | $2.15M | Buy |
+9,046
| New | +$2.15M | 0.53% | 39 |
|
|
2021
Q3 | $2.79M | Buy |
+11,795
| New | +$2.79M | 0.97% | 31 |
|
|
2021
Q1 | $2.67M | Buy |
12,078
+1,754
| +17% | +$388K | 0.93% | 26 |
|
|
2020
Q4 | $2.14M | Buy |
+10,324
| New | +$2.14M | 0.85% | 28 |
|