Mosaic Family Wealth Partners’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 | $2.37M | Sell |
8,476
-194
| -2% | -$54.3K | 0.3% | 44 |
|
|
2025
Q1 | $2.24M | Buy |
8,670
+140
| +2% | +$36.2K | 0.32% | 38 |
|
|
2024
Q4 | $2.25M | Buy |
8,530
+41
| +0.5% | +$10.8K | 0.33% | 37 |
|
|
2024
Q3 | $2.24M | Buy |
8,489
+84
| +1% | +$22.2K | 0.33% | 36 |
|
|
2024
Q2 | $2.03M | Buy |
8,405
+1,831
| +28% | +$443K | 0.33% | 37 |
|
|
2024
Q1 | $1.64M | Hold |
6,574
| – | – | 0.27% | 41 |
|
|
2023
Q4 | $1.53M | Buy |
6,574
+275
| +4% | +$64K | 0.26% | 43 |
|
|
2023
Q3 | $1.31M | Hold |
6,299
| – | – | 0.26% | 44 |
|
|
2023
Q2 | $1.39M | Sell |
6,299
-20
| -0.3% | -$4.4K | 0.27% | 46 |
|
|
2023
Q1 | $1.33M | Hold |
6,319
| – | – | 0.28% | 45 |
|
|
2022
Q4 | $1.29M | Buy |
+6,319
| New | +$1.29M | 0.36% | 45 |
|