R.M. Davis Inc’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$499K Hold
6,956
0.01% 196
2025
Q4
$505K Hold
6,956
0.01% 200
2025
Q3
$511K Buy
6,956
+180
+3% +$12.9K 0.01% 201
2025
Q2
$474K Sell
6,776
-1,864
-22% -$122K 0.01% 209
2025
Q1
$559K Buy
8,640
+1,780
+26% +$119K 0.01% 190
2024
Q4
$453K Buy
6,860
+3,364
+96% +$228K 0.01% 204
2024
Q3
$231K Buy
+3,496
New +$220K ﹤0.01% 258
2022
Q2
Sell
-3,440
Closed -$205K 281
2022
Q1
$205K Buy
3,440
+300
+10% +$17.6K ﹤0.01% 273
2021
Q4
$200K Buy
+3,140
New +$197K ﹤0.01% 268

Other funds holding VO