Mosaic Financial Group’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
$1.31M Hold
4,665
1% 27
2025
Q1
$1.21M Buy
4,665
+7
+0.2% +$1.81K 0.98% 27
2024
Q4
$1.23M Buy
4,658
+43
+0.9% +$11.4K 0.88% 28
2024
Q3
$1.22M Sell
4,615
-182
-4% -$48K 0.86% 32
2024
Q2
$1.16M Buy
4,797
+127
+3% +$30.7K 0.83% 33
2024
Q1
$1.17M Buy
+4,670
New +$1.17M 0.93% 31