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

Revolve Wealth Partners’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Sell
39,478
-78
-0.2% -$6.05K 0.33% 46
2026
Q1 		$2.84M Sell
39,556
-2,656
-6% -$197K 0.37% 43
2025
Q4 		$3.06M Sell
42,212
-512
-1% -$37.2K 0.36% 42
2025
Q3 		$3.14M Sell
42,724
-1,228
-3% -$88.2K 0.38% 40
2025
Q2 		$3.07M Buy
43,952
+852
+2% +$55.9K 0.4% 39
2025
Q1 		$2.79M Sell
43,100
-972
-2% -$65.2K 0.4% 39
2024
Q4 		$2.91M Buy
44,072
+236
+0.5% +$16K 0.43% 37
2024
Q3 		$2.89M Sell
43,836
-2,352
-5% -$148K 0.44% 33
2024
Q2 		$2.8M Sell
46,188
-200
-0.4% -$12.2K 0.46% 33
2024
Q1 		$2.9M Sell
46,388
-632
-1% -$37.3K 0.5% 33
2023
Q4 		$2.73M Sell
47,020
-9,808
-17% -$524K 0.53% 32
2023
Q3 		$2.96M Buy
56,828
+880
+2% +$48.3K 0.69% 29
2023
Q2 		$3.08M Sell
55,948
-5,960
-10% -$312K 0.72% 28
2023
Q1 		$3.26M Sell
61,908
-4,580
-7% -$244K 0.83% 27
2022
Q4 		$3.39M Buy
66,488
+1,744
+3% +$88.8K 0.97% 22
2022
Q3 		$3.04M Sell
64,744
-584
-0.9% -$30.5K 1.02% 24
2022
Q2 		$3.22M Buy
65,328
+11,080
+20% +$599K 1.06% 23
2022
Q1 		$3.23M Buy
54,248
+632
+1% +$37.1K 0.93% 24
2021
Q4 		$3.42M Buy
+53,616
New +$3.36M 0.98% 22

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SWM
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MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return