Noble Family 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 | $11.3M | Buy |
40,519
+535
| +1% | +$150K | 2.77% | 13 |
|
|
2025
Q1 | $10.3M | Sell |
39,984
-731
| -2% | -$189K | 2.85% | 13 |
|
|
2024
Q4 | $10.8M | Sell |
40,715
-198
| -0.5% | -$52.3K | 2.96% | 12 |
|
|
2024
Q3 | $10.8M | Sell |
40,913
-4,241
| -9% | -$1.12M | 2.9% | 13 |
|
|
2024
Q2 | $10.9M | Sell |
45,154
-930
| -2% | -$225K | 3.15% | 11 |
|
|
2024
Q1 | $11.5M | Sell |
46,084
-3,315
| -7% | -$828K | 3.28% | 10 |
|
|
2023
Q4 | $11.5M | Buy |
49,399
+915
| +2% | +$213K | 3.48% | 10 |
|
|
2023
Q3 | $10.1M | Buy |
48,484
+1,192
| +3% | +$248K | 3.4% | 10 |
|
|
2023
Q2 | $10.4M | Sell |
47,292
-2,712
| -5% | -$597K | 3.39% | 10 |
|
|
2023
Q1 | $10.5M | Buy |
+50,004
| New | +$10.5M | 3.6% | 9 |
|