O'Connor Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

O'Connor Financial Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10M	Buy	139,444 +188	+0.1%	+$14K	4.1%	10
2025 Q4	$10.4M	Buy	139,256 +2,440	+2%	+$177K	4.15%	10
2025 Q3	$10M	Buy	136,816 +2,072	+2%	+$149K	4.21%	9
2025 Q2	$9.55M	Buy	134,744 +8,536	+7%	+$560K	4.21%	10
2025 Q1	$8.16M	Sell	126,208 -880	-0.7%	-$59.1K	4.24%	8
2024 Q4	$8.39M	Sell	127,088 -640	-0.5%	-$43.4K	4.39%	9
2024 Q3	$8.42M	Buy	127,728 +4,740	+4%	+$298K	4.43%	8
2024 Q2	$7.44M	Buy	122,988 +1,204	+1%	+$73.2K	4.33%	9
2024 Q1	$7.61M	Buy	121,784 +80,008	+192%	+$4.73M	4.53%	8
2023 Q4	$2.43M	Buy	41,776 +4,660	+13%	+$249K	1.5%	20
2023 Q3	$1.93M	Buy	37,116 +8,352	+29%	+$458K	1.32%	21
2023 Q2	$1.58M	Buy	28,764 +15,776	+121%	+$827K	1.09%	21
2023 Q1	$685K	Buy	+12,988	New	+$691K	0.51%	32

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