RFS
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Richardson Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Richardson Financial Services’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
Q1 		$112K Sell
1,556
-228
-13% -$16.9K 0.07% 214
2025
Q4 		$129K Buy
1,784
+36
+2% +$2.62K 0.04% 204
2025
Q3 		$128K Sell
1,748
-232
-12% -$16.7K 0.08% 187
2025
Q2 		$139K Buy
1,980
+76
+4% +$4.99K 0.09% 176
2025
Q1 		$123K Sell
1,904
-64
-3% -$4.29K 0.09% 174
2024
Q4 		$130K Sell
1,968
-8
-0.4% -$543 0.09% 174
2024
Q3 		$120K Hold
1,976
– – 0.08% 188
2024
Q2 		$120K Sell
1,976
-8
-0.4% -$486 0.09% 177
2024
Q1 		$124K Sell
1,984
-12
-0.6% -$709 0.09% 181
2023
Q4 		$116K Buy
+1,996
New +$107K 0.1% 163

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