Morling Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$187K	Hold	2,600	–	–	0.06%	75
2025 Q4	$189K	Sell	2,600 -448	-15%	-$32.6K	0.06%	74
2025 Q3	$224K	Buy	3,048 +444	+17%	+$31.9K	0.07%	66
2025 Q2	$182K	Hold	2,604	–	–	0.06%	70
2025 Q1	$168K	Sell	2,604 -40	-2%	-$2.68K	0.06%	81
2024 Q4	$175K	Buy	2,644 +40	+2%	+$2.72K	0.06%	72
2024 Q3	$172K	Hold	2,604	–	–	0.07%	69
2024 Q2	$158K	Hold	2,604	–	–	0.07%	63
2024 Q1	$163K	Sell	2,604 -60	-2%	-$3.55K	0.09%	66
2023 Q4	$155K	Buy	2,664 +60	+2%	+$3.21K	0.13%	55
2023 Q3	$136K	Hold	2,604	–	–	0.13%	51
2023 Q2	$143K	Buy	2,604 +4	+0.2%	+$210	0.14%	52
2023 Q1	$137K	Hold	2,600	–	–	0.15%	56
2022 Q4	$132K	Hold	2,600	–	–	0.17%	56
2022 Q3	$122K	Hold	2,600	–	–	0.17%	48
2022 Q2	$128K	Hold	2,600	–	–	0.17%	52
2022 Q1	$155K	Hold	2,600	–	–	0.2%	54
2021 Q4	$166K	Buy	+2,600	New	+$163K	0.16%	49