Nvest Financial’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 | $630K | Sell |
2,253
-2,715
| -55% | -$760K | 0.33% | 62 |
|
|
2025
Q1 | $1.28M | Buy |
4,968
+49
| +1% | +$12.7K | 0.69% | 38 |
|
|
2024
Q4 | $1.3M | Buy |
4,919
+53
| +1% | +$14K | 0.66% | 43 |
|
|
2024
Q3 | $1.28M | Sell |
4,866
-88
| -2% | -$23.2K | 0.73% | 43 |
|
|
2024
Q2 | $1.2M | Buy |
4,954
+231
| +5% | +$55.9K | 0.74% | 40 |
|
|
2024
Q1 | $1.18M | Buy |
4,723
+60
| +1% | +$15K | 0.79% | 36 |
|
|
2023
Q4 | $1.08M | Buy |
4,663
+679
| +17% | +$158K | 0.85% | 33 |
|
|
2023
Q3 | $830K | Buy |
3,984
+191
| +5% | +$39.8K | 0.77% | 32 |
|
|
2023
Q2 | $835K | Sell |
3,793
-41
| -1% | -$9.03K | 0.73% | 34 |
|
|
2023
Q1 | $809K | Sell |
3,834
-460
| -11% | -$97K | 0.84% | 31 |
|
|
2022
Q4 | $875K | Sell |
4,294
-138
| -3% | -$28.1K | 1.1% | 30 |
|
|
2022
Q3 | $833K | Sell |
4,432
-2,310
| -34% | -$434K | 1.18% | 31 |
|
|
2022
Q2 | $1.33M | Sell |
6,742
-288
| -4% | -$56.7K | 1.39% | 24 |
|
|
2022
Q1 | $1.67M | Buy |
+7,030
| New | +$1.67M | 1.37% | 21 |
|