RFS
Retirement Financial Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
57,312
-6,054
| -10% | -$1.69M | 9.95% | 2 |
|
|
2025
Q1 | $16.4M | Sell |
63,366
-10,322
| -14% | -$2.67M | 9.91% | 2 |
|
|
2024
Q4 | $19.5M | Sell |
73,688
-544
| -0.7% | -$144K | 10.5% | 2 |
|
|
2024
Q3 | $19.6M | Buy |
74,232
+1,384
| +2% | +$365K | 8.58% | 5 |
|
|
2024
Q2 | $17.6M | Buy |
72,848
+8,375
| +13% | +$2.03M | 8.3% | 4 |
|
|
2024
Q1 | $16.1M | Buy |
64,473
+5,911
| +10% | +$1.48M | 8.28% | 5 |
|
|
2023
Q4 | $13.6M | Buy |
58,562
+5,140
| +10% | +$1.2M | 7.72% | 5 |
|
|
2023
Q3 | $11.1M | Buy |
53,422
+7,436
| +16% | +$1.55M | 7.5% | 8 |
|
|
2023
Q2 | $10.1M | Buy |
45,986
+6,521
| +17% | +$1.44M | 6.96% | 6 |
|
|
2023
Q1 | $8.32M | Buy |
39,465
+2,439
| +7% | +$514K | 6.62% | 6 |
|
|
2022
Q4 | $7.55M | Buy |
+37,026
| New | +$7.55M | 6.41% | 6 |
|