Naviter Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Naviter Wealth’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$361K	Buy
2025 Q1	$323K	Sell
2024 Q4	$330K	Hold
2024 Q3	$330K	Buy
2024 Q2	$296K	Buy
2024 Q1	$257K	Sell
2023 Q4	$289K	Buy