Morling Financial 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 | $182K | Hold |
651
| – | – | 0.06% | 69 |
|
|
2025
Q1 | $168K | Sell |
651
-10
| -2% | -$2.59K | 0.06% | 80 |
|
|
2024
Q4 | $175K | Buy |
661
+10
| +2% | +$2.64K | 0.06% | 72 |
|
|
2024
Q3 | $172K | Hold |
651
| – | – | 0.07% | 69 |
|
|
2024
Q2 | $158K | Hold |
651
| – | – | 0.07% | 63 |
|
|
2024
Q1 | $163K | Sell |
651
-15
| -2% | -$3.75K | 0.09% | 66 |
|
|
2023
Q4 | $155K | Buy |
666
+15
| +2% | +$3.49K | 0.13% | 55 |
|
|
2023
Q3 | $136K | Hold |
651
| – | – | 0.13% | 51 |
|
|
2023
Q2 | $143K | Buy |
651
+1
| +0.2% | +$220 | 0.14% | 52 |
|
|
2023
Q1 | $137K | Hold |
650
| – | – | 0.15% | 55 |
|
|
2022
Q4 | $132K | Hold |
650
| – | – | 0.17% | 55 |
|
|
2022
Q3 | $122K | Hold |
650
| – | – | 0.17% | 48 |
|
|
2022
Q2 | $128K | Hold |
650
| – | – | 0.17% | 51 |
|
|
2022
Q1 | $155K | Hold |
650
| – | – | 0.2% | 53 |
|
|
2021
Q4 | $166K | Buy |
+650
| New | +$166K | 0.16% | 48 |
|