Naviter 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 | $361K | Buy |
1,286
+36
| +3% | +$10.1K | 0.04% | 219 |
|
|
2025
Q1 | $323K | Sell |
1,250
-1
| -0.1% | -$258 | 0.04% | 227 |
|
|
2024
Q4 | $330K | Hold |
1,251
| – | – | 0.04% | 229 |
|
|
2024
Q3 | $330K | Buy |
1,251
+32
| +3% | +$8.44K | 0.05% | 197 |
|
|
2024
Q2 | $296K | Buy |
1,219
+190
| +18% | +$46.2K | 0.04% | 198 |
|
|
2024
Q1 | $257K | Sell |
1,029
-212
| -17% | -$53K | 0.04% | 203 |
|
|
2023
Q4 | $289K | Buy |
+1,241
| New | +$289K | 0.06% | 186 |
|