Northwest Financial 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 | – | Sell |
-896
| Closed | -$232K | – | 120 |
|
|
2025
Q1 | $232K | Buy |
896
+3
| +0.3% | +$776 | 0.19% | 107 |
|
|
2024
Q4 | $236K | Buy |
893
+3
| +0.3% | +$793 | 0.19% | 103 |
|
|
2024
Q3 | $235K | Buy |
890
+5
| +0.6% | +$1.32K | 0.19% | 88 |
|
|
2024
Q2 | $214K | Buy |
+885
| New | +$214K | 0.22% | 85 |
|
|
2024
Q1 | – | Sell |
-718
| Closed | -$167K | – | 517 |
|
|
2023
Q4 | $167K | Buy |
+718
| New | +$167K | 0.14% | 99 |
|