Morris Financial Concepts’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 | $70.8K | Hold |
253
| – | – | 0.03% | 149 |
|
|
2025
Q1 | $65.4K | Hold |
253
| – | – | 0.03% | 148 |
|
|
2024
Q4 | $66.8K | Sell |
253
-28
| -10% | -$7.4K | 0.03% | 139 |
|
|
2024
Q3 | $74.2K | Hold |
281
| – | – | 0.03% | 140 |
|
|
2024
Q2 | $68.1K | Hold |
281
| – | – | 0.03% | 117 |
|
|
2024
Q1 | $70.3K | Sell |
281
-18
| -6% | -$4.5K | 0.04% | 113 |
|
|
2023
Q4 | $69.6K | Hold |
299
| – | – | 0.04% | 111 |
|
|
2023
Q3 | $62.3K | Hold |
299
| – | – | 0.04% | 101 |
|
|
2023
Q2 | $65.8K | Hold |
299
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $63K | Sell |
299
-6
| -2% | -$1.27K | 0.04% | 100 |
|
|
2022
Q4 | $62.1K | Sell |
305
-140
| -31% | -$28.5K | 0.05% | 95 |
|
|
2022
Q3 | $84K | Buy |
445
+1
| +0.2% | +$189 | 0.09% | 74 |
|
|
2022
Q2 | $87K | Buy |
444
+1
| +0.2% | +$196 | 0.08% | 78 |
|
|
2022
Q1 | $105K | Buy |
443
+256
| +137% | +$60.7K | 0.09% | 78 |
|
|
2021
Q4 | $48K | Buy |
+187
| New | +$48K | 0.04% | 79 |
|