Old North State Wealth Management’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 | $215K | Buy |
+767
| New | +$215K | 0.11% | 116 |
|
|
2025
Q1 | – | Sell |
-904
| Closed | -$239K | – | 116 |
|
|
2024
Q4 | $239K | Buy |
904
+4
| +0.4% | +$1.06K | 0.13% | 103 |
|
|
2024
Q3 | $238K | Buy |
900
+7
| +0.8% | +$1.85K | 0.13% | 101 |
|
|
2024
Q2 | $217K | Hold |
893
| – | – | 0.14% | 91 |
|
|
2024
Q1 | $224K | Buy |
893
+4
| +0.4% | +$1K | 0.15% | 85 |
|
|
2023
Q4 | $207K | Buy |
+889
| New | +$207K | 0.15% | 81 |
|