MLL
Moody Lynn & Lieberson’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Sell |
2,643
-233
| -8% | -$65.2K | 0.04% | 141 |
|
|
2025
Q1 | $744K | Buy |
2,876
+328
| +13% | +$84.8K | 0.05% | 139 |
|
|
2024
Q4 | $673K | Sell |
2,548
-145
| -5% | -$38.3K | 0.04% | 149 |
|
|
2024
Q3 | $711K | Hold |
2,693
| – | – | 0.04% | 152 |
|
|
2024
Q2 | $652K | Sell |
2,693
-18
| -0.7% | -$4.36K | 0.04% | 145 |
|
|
2024
Q1 | $677K | Buy |
2,711
+78
| +3% | +$19.5K | 0.05% | 141 |
|
|
2023
Q4 | $613K | Buy |
2,633
+62
| +2% | +$14.4K | 0.05% | 145 |
|
|
2023
Q3 | $535K | Buy |
2,571
+5
| +0.2% | +$1.04K | 0.05% | 141 |
|
|
2023
Q2 | $565K | Buy |
2,566
+290
| +13% | +$63.8K | 0.05% | 141 |
|
|
2023
Q1 | $480K | Buy |
2,276
+60
| +3% | +$12.7K | 0.04% | 155 |
|
|
2022
Q4 | $451K | Buy |
+2,216
| New | +$451K | 0.04% | 165 |
|