Moss Adams Wealth Advisors’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 | $1.02M | Buy |
+3,628
| New | +$1.02M | 0.09% | 75 |
|
|
2023
Q4 | – | Sell |
-61
| Closed | -$12.7K | – | 176 |
|
|
2023
Q3 | $12.7K | Sell |
61
-19
| -24% | -$3.96K | ﹤0.01% | 140 |
|
|
2023
Q2 | $17.6K | Sell |
80
-7
| -8% | -$1.54K | 0.01% | 121 |
|
|
2023
Q1 | $18.4K | Sell |
87
-13
| -13% | -$2.74K | 0.01% | 129 |
|
|
2022
Q4 | $20.4K | Buy |
+100
| New | +$20.4K | 0.01% | 140 |
|