Omni 360 Wealth’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 | $1.04M | Sell |
3,726
-18
| -0.5% | -$5.04K | 0.51% | 44 |
|
|
2025
Q1 | $968K | Sell |
3,744
-87
| -2% | -$22.5K | 0.57% | 36 |
|
|
2024
Q4 | $1.01M | Sell |
3,831
-59
| -2% | -$15.6K | 0.63% | 42 |
|
|
2024
Q3 | $1.03M | Sell |
3,890
-403
| -9% | -$106K | 0.67% | 41 |
|
|
2024
Q2 | $1.04M | Sell |
4,293
-254
| -6% | -$61.5K | 0.77% | 35 |
|
|
2024
Q1 | $1.14M | Sell |
4,547
-289
| -6% | -$72.2K | 0.92% | 28 |
|
|
2023
Q4 | $1.13M | Buy |
+4,836
| New | +$1.13M | 1.05% | 26 |
|