RMDI
R.M. Davis Inc’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
1,694
-466
| -22% | -$130K | 0.01% | 209 |
|
|
2025
Q1 | $559K | Buy |
2,160
+445
| +26% | +$115K | 0.01% | 190 |
|
|
2024
Q4 | $453K | Buy |
1,715
+841
| +96% | +$222K | 0.01% | 204 |
|
|
2024
Q3 | $231K | Buy |
+874
| New | +$231K | ﹤0.01% | 258 |
|
|
2022
Q2 | – | Sell |
-860
| Closed | -$205K | – | 281 |
|
|
2022
Q1 | $205K | Buy |
860
+75
| +10% | +$17.9K | ﹤0.01% | 273 |
|
|
2021
Q4 | $200K | Buy |
+785
| New | +$200K | ﹤0.01% | 268 |
|