Narus Financial 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 | $4.92M | Sell |
17,591
-302
| -2% | -$84.5K | 1.54% | 6 |
|
|
2025
Q1 | $4.63M | Buy |
17,893
+173
| +1% | +$44.7K | 1.57% | 6 |
|
|
2024
Q4 | $4.68M | Buy |
17,720
+762
| +4% | +$201K | 1.58% | 5 |
|
|
2024
Q3 | $4.47M | Buy |
16,958
+1,715
| +11% | +$452K | 1.6% | 5 |
|
|
2024
Q2 | $3.69M | Buy |
15,243
+1,286
| +9% | +$311K | 1.49% | 8 |
|
|
2024
Q1 | $3.49M | Buy |
13,957
+1,304
| +10% | +$326K | 1.49% | 8 |
|
|
2023
Q4 | $2.94M | Buy |
12,653
+864
| +7% | +$201K | 1.42% | 11 |
|
|
2023
Q3 | $2.45M | Buy |
11,789
+644
| +6% | +$134K | 1.26% | 15 |
|
|
2023
Q2 | $2.45M | Buy |
11,145
+525
| +5% | +$116K | 1.27% | 14 |
|
|
2023
Q1 | $2.24M | Buy |
10,620
+1,163
| +12% | +$245K | 1.21% | 17 |
|
|
2022
Q4 | $1.93M | Sell |
9,457
-311
| -3% | -$63.4K | 1.11% | 18 |
|
|
2022
Q3 | $1.84M | Buy |
9,768
+223
| +2% | +$41.9K | 1.16% | 14 |
|
|
2022
Q2 | $1.88M | Sell |
9,545
-446
| -4% | -$87.9K | 1.2% | 13 |
|
|
2022
Q1 | $2.38M | Buy |
+9,991
| New | +$2.38M | 1.33% | 15 |
|
|
2021
Q1 | $2.11M | Buy |
+9,529
| New | +$2.11M | 1.26% | 10 |
|
|
2019
Q4 | $767K | Buy |
4,306
+66
| +2% | +$11.8K | 0.54% | 18 |
|
|
2019
Q3 | $711K | Sell |
4,240
-94
| -2% | -$15.8K | 0.52% | 17 |
|
|
2019
Q2 | $724K | Buy |
+4,334
| New | +$724K | 0.56% | 16 |
|
|
2017
Q3 | $883K | Buy |
6,005
+680
| +13% | +$100K | 0.78% | 19 |
|
|
2017
Q2 | $759K | Sell |
5,325
-387
| -7% | -$55.2K | 0.7% | 20 |
|
|
2017
Q1 | $795K | Sell |
5,712
-71
| -1% | -$9.88K | 0.77% | 20 |
|
|
2016
Q4 | $761K | Buy |
+5,783
| New | +$761K | 0.8% | 21 |
|