Old North State Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Old North State Wealth Management’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	$222K	Buy	3,084 +8	+0.3%	+$594	0.1%	108
2025 Q4	$224K	Hold	3,076	–	–	0.11%	114
2025 Q3	$227K	Buy	3,076 +8	+0.3%	+$575	0.11%	116
2025 Q2	$215K	Buy	+3,068	New	+$201K	0.11%	116
2025 Q1	–	Sell	-3,616	Closed	-$239K	–	116
2024 Q4	$239K	Buy	3,616 +16	+0.4%	+$1.09K	0.13%	103
2024 Q3	$238K	Buy	3,600 +28	+0.8%	+$1.76K	0.13%	101
2024 Q2	$217K	Hold	3,572	–	–	0.14%	91
2024 Q1	$224K	Buy	3,572 +16	+0.4%	+$946	0.15%	85
2023 Q4	$207K	Buy	+3,556	New	+$190K	0.15%	81

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