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Revolve Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.07M Buy
10,988
+213
+2% +$59.6K 0.4% 38
2025
Q1
$2.79M Sell
10,775
-243
-2% -$62.8K 0.4% 39
2024
Q4
$2.91M Buy
11,018
+59
+0.5% +$15.6K 0.42% 36
2024
Q3
$2.89M Sell
10,959
-588
-5% -$155K 0.44% 33
2024
Q2
$2.8M Sell
11,547
-50
-0.4% -$12.1K 0.46% 33
2024
Q1
$2.9M Sell
11,597
-158
-1% -$39.5K 0.49% 33
2023
Q4
$2.73M Sell
11,755
-2,452
-17% -$570K 0.53% 32
2023
Q3
$2.96M Buy
14,207
+220
+2% +$45.8K 0.68% 29
2023
Q2
$3.08M Sell
13,987
-1,490
-10% -$328K 0.72% 28
2023
Q1
$3.26M Sell
15,477
-1,145
-7% -$241K 0.83% 27
2022
Q4
$3.39M Buy
16,622
+436
+3% +$88.9K 0.97% 22
2022
Q3
$3.04M Sell
16,186
-146
-0.9% -$27.4K 1.02% 24
2022
Q2
$3.22M Buy
16,332
+2,770
+20% +$546K 1.06% 23
2022
Q1
$3.23M Buy
13,562
+158
+1% +$37.6K 0.93% 24
2021
Q4
$3.42M Buy
+13,404
New +$3.42M 0.98% 22