New Insight 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 | $13.5M | Buy |
48,282
+1,651
| +4% | +$462K | 5.56% | 4 |
|
|
2025
Q1 | $12.1M | Buy |
46,631
+6,385
| +16% | +$1.65M | 5.48% | 4 |
|
|
2024
Q4 | $10.6M | Buy |
40,246
+493
| +1% | +$130K | 5.32% | 5 |
|
|
2024
Q3 | $10.5M | Buy |
39,753
+2,502
| +7% | +$660K | 5.52% | 4 |
|
|
2024
Q2 | $9.02M | Buy |
37,251
+4,276
| +13% | +$1.04M | 5.31% | 4 |
|
|
2024
Q1 | $8.24M | Buy |
32,975
+6,428
| +24% | +$1.61M | 5.14% | 4 |
|
|
2023
Q4 | $6.18M | Buy |
+26,547
| New | +$6.18M | 4.16% | 6 |
|