Modern 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 | $3.46M | Sell |
12,367
-6,521
| -35% | -$1.82M | 0.09% | 199 |
|
|
2025
Q1 | $4.69M | Buy |
18,888
+2,836
| +18% | +$704K | 0.15% | 133 |
|
|
2024
Q4 | $4.24M | Sell |
16,052
-513
| -3% | -$135K | 0.16% | 124 |
|
|
2024
Q3 | $4.37M | Buy |
16,565
+9,615
| +138% | +$2.54M | 0.27% | 65 |
|
|
2024
Q2 | $1.69M | Buy |
6,950
+3,109
| +81% | +$754K | 0.12% | 101 |
|
|
2024
Q1 | $960K | Buy |
3,841
+1,718
| +81% | +$429K | 0.09% | 119 |
|
|
2023
Q4 | $494K | Buy |
+2,123
| New | +$494K | 0.06% | 91 |
|