MN Wealth Advisors’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
Q1 | – | Sell |
-4,118
| Closed | -$1.09M | – | 111 |
|
|
2024
Q4 | $1.09M | Buy |
+4,118
| New | +$1.09M | 0.61% | 37 |
|
|
2024
Q3 | – | Sell |
-2,375
| Closed | -$575K | – | 105 |
|
|
2024
Q2 | $575K | Sell |
2,375
-14
| -0.6% | -$3.39K | 0.33% | 57 |
|
|
2024
Q1 | $597K | Buy |
2,389
+164
| +7% | +$41K | 0.37% | 57 |
|
|
2023
Q4 | $518K | Buy |
+2,225
| New | +$518K | 0.36% | 59 |
|