O'Connor 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 | $9.55M | Buy |
33,686
+2,134
| +7% | +$605K | 4.21% | 10 |
|
|
2025
Q1 | $8.16M | Sell |
31,552
-220
| -0.7% | -$56.9K | 4.24% | 8 |
|
|
2024
Q4 | $8.39M | Sell |
31,772
-160
| -0.5% | -$42.3K | 4.39% | 9 |
|
|
2024
Q3 | $8.42M | Buy |
31,932
+1,185
| +4% | +$313K | 4.43% | 8 |
|
|
2024
Q2 | $7.44M | Buy |
30,747
+301
| +1% | +$72.9K | 4.33% | 9 |
|
|
2024
Q1 | $7.61M | Buy |
30,446
+20,002
| +192% | +$5M | 4.53% | 8 |
|
|
2023
Q4 | $2.43M | Buy |
10,444
+1,165
| +13% | +$271K | 1.5% | 20 |
|
|
2023
Q3 | $1.93M | Buy |
9,279
+2,088
| +29% | +$435K | 1.32% | 21 |
|
|
2023
Q2 | $1.58M | Buy |
7,191
+3,944
| +121% | +$868K | 1.09% | 21 |
|
|
2023
Q1 | $685K | Buy |
+3,247
| New | +$685K | 0.51% | 32 |
|