One Wealth Management Investment & Advisory Services’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 | $358K | Sell |
1,280
-67
| -5% | -$18.7K | 0.46% | 36 |
|
|
2025
Q1 | $348K | Hold |
1,347
| – | – | 0.58% | 32 |
|
|
2024
Q4 | $356K | Sell |
1,347
-6
| -0.4% | -$1.59K | 0.56% | 31 |
|
|
2024
Q3 | $357K | Sell |
1,353
-73
| -5% | -$19.3K | 0.63% | 31 |
|
|
2024
Q2 | $345K | Sell |
1,426
-71
| -5% | -$17.2K | 0.14% | 79 |
|
|
2024
Q1 | $374K | Sell |
1,497
-790
| -35% | -$197K | 0.15% | 77 |
|
|
2023
Q4 | $532K | Buy |
+2,287
| New | +$532K | 0.24% | 69 |
|