Northeast Financial Group’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 | $408K | Sell |
1,456
-108
| -7% | -$30.2K | 0.12% | 55 |
|
|
2025
Q1 | $405K | Buy |
1,564
+31
| +2% | +$8.02K | 0.14% | 54 |
|
|
2024
Q4 | $405K | Sell |
1,533
-323
| -17% | -$85.4K | 0.15% | 51 |
|
|
2024
Q3 | $490K | Hold |
1,856
| – | – | 0.18% | 46 |
|
|
2024
Q2 | $450K | Sell |
1,856
-815
| -31% | -$197K | 0.19% | 48 |
|
|
2024
Q1 | $667K | Sell |
2,671
-212
| -7% | -$53K | 0.3% | 46 |
|
|
2023
Q4 | $671K | Buy |
+2,883
| New | +$671K | 0.33% | 45 |
|