Novak & Powell Financial Services’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 | $231K | Sell |
825
-1,468
| -64% | -$411K | 0.16% | 130 |
|
|
2025
Q1 | $593K | Sell |
2,293
-9
| -0.4% | -$2.33K | 0.37% | 61 |
|
|
2024
Q4 | $608K | Buy |
2,302
+1
| +0% | +$264 | 0.36% | 64 |
|
|
2024
Q3 | $607K | Sell |
2,301
-92
| -4% | -$24.3K | 0.35% | 64 |
|
|
2024
Q2 | $579K | Sell |
2,393
-11
| -0.5% | -$2.66K | 0.36% | 63 |
|
|
2024
Q1 | $250K | Buy |
2,404
+39
| +2% | +$4.06K | 0.19% | 113 |
|
|
2023
Q4 | $548K | Buy |
+2,365
| New | +$548K | 0.37% | 66 |
|