Mittelman 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 | $2.87M | Buy |
10,244
+1,912
| +23% | +$535K | 2.42% | 11 |
|
|
2025
Q1 | $2.15M | Buy |
8,332
+630
| +8% | +$163K | 1.94% | 11 |
|
|
2024
Q4 | $2.03M | Sell |
7,702
-6,871
| -47% | -$1.81M | 1.89% | 10 |
|
|
2024
Q3 | $3.84M | Buy |
14,573
+5,697
| +64% | +$1.5M | 2.18% | 10 |
|
|
2024
Q2 | $2.15M | Sell |
8,876
-71
| -0.8% | -$17.2K | 1.39% | 16 |
|
|
2024
Q1 | $2.24M | Buy |
+8,947
| New | +$2.24M | 1.51% | 14 |
|