Morton Brown Family Wealth’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 | $17.6K | Hold |
63
| – | – | 0.01% | 155 |
|
|
2025
Q1 | $16.3K | Hold |
63
| – | – | 0.01% | 160 |
|
|
2024
Q4 | $16.6K | Hold |
63
| – | – | 0.01% | 146 |
|
|
2024
Q3 | $16.6K | Sell |
63
-10
| -14% | -$2.64K | 0.01% | 143 |
|
|
2024
Q2 | $18.2K | Buy |
73
+10
| +16% | +$2.49K | 0.01% | 132 |
|
|
2024
Q1 | $15.7K | Buy |
63
+10
| +19% | +$2.5K | 0.01% | 130 |
|
|
2023
Q4 | $12.3K | Hold |
53
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $11K | Hold |
53
| – | – | 0.01% | 121 |
|
|
2023
Q2 | $11.7K | Buy |
+53
| New | +$11.7K | 0.01% | 113 |
|