Morris Financial Concepts’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	$72.7K	Hold	1,012	–	–	0.02%	150
2025 Q4	$73.4K	Hold	1,012	–	–	0.03%	148
2025 Q3	$74.3K	Hold	1,012	–	–	0.03%	150
2025 Q2	$70.8K	Hold	1,012	–	–	0.03%	149
2025 Q1	$65.4K	Hold	1,012	–	–	0.03%	148
2024 Q4	$66.8K	Sell	1,012 -112	-10%	-$7.6K	0.03%	139
2024 Q3	$74.2K	Hold	1,124	–	–	0.03%	140
2024 Q2	$68.1K	Hold	1,124	–	–	0.03%	117
2024 Q1	$70.3K	Sell	1,124 -72	-6%	-$4.25K	0.04%	113
2023 Q4	$69.6K	Hold	1,196	–	–	0.04%	111
2023 Q3	$62.3K	Hold	1,196	–	–	0.04%	101
2023 Q2	$65.8K	Hold	1,196	–	–	0.04%	100
2023 Q1	$63K	Sell	1,196 -24	-2%	-$1.28K	0.04%	100
2022 Q4	$62.1K	Sell	1,220 -560	-31%	-$28.5K	0.05%	95
2022 Q3	$84K	Buy	1,780 +4	+0.2%	+$209	0.09%	74
2022 Q2	$87K	Buy	1,776 +4	+0.2%	+$216	0.08%	78
2022 Q1	$105K	Buy	1,772 +1,024	+137%	+$60.1K	0.09%	78
2021 Q4	$48K	Buy	+748	New	+$46.9K	0.04%	79