Regimen 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 | $281K | Buy |
1,005
+58
| +6% | +$16.2K | 0.09% | 66 |
|
|
2025
Q1 | $247K | Buy |
947
+71
| +8% | +$18.5K | 0.08% | 61 |
|
|
2024
Q4 | $231K | Sell |
876
-9
| -1% | -$2.38K | 0.08% | 59 |
|
|
2024
Q3 | $234K | Buy |
885
+30
| +4% | +$7.92K | 0.08% | 61 |
|
|
2024
Q2 | $207K | Sell |
855
-4
| -0.5% | -$968 | 0.07% | 61 |
|
|
2024
Q1 | $215K | Sell |
859
-41
| -5% | -$10.2K | 0.07% | 57 |
|
|
2023
Q4 | $209K | Buy |
+900
| New | +$209K | 0.08% | 59 |
|