Monograph 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
Q2 | $2.27M | Buy |
8,077
+735
| +10% | +$206K | 0.28% | 34 |
|
|
2025
Q1 | $1.9M | Hold |
7,342
| – | – | 0.26% | 36 |
|
|
2024
Q4 | $1.94M | Buy |
7,342
+354
| +5% | +$93.5K | 0.26% | 35 |
|
|
2024
Q3 | $1.84M | Buy |
6,988
+14
| +0.2% | +$3.69K | 0.24% | 37 |
|
|
2024
Q2 | $1.69M | Buy |
6,974
+2,547
| +58% | +$619K | 0.25% | 36 |
|
|
2024
Q1 | $1.11M | Buy |
+4,427
| New | +$1.11M | 0.16% | 51 |
|