Richardson Financial Services’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 | $139K | Buy |
495
+19
| +4% | +$5.35K | 0.09% | 176 |
|
2025
Q1 | $123K | Sell |
476
-16
| -3% | -$4.14K | 0.09% | 174 |
|
2024
Q4 | $130K | Sell |
492
-2
| -0.4% | -$528 | 0.09% | 174 |
|
2024
Q3 | $120K | Hold |
494
| – | – | 0.08% | 188 |
|
2024
Q2 | $120K | Sell |
494
-2
| -0.4% | -$484 | 0.09% | 177 |
|
2024
Q1 | $124K | Sell |
496
-3
| -0.6% | -$750 | 0.09% | 181 |
|
2023
Q4 | $116K | Buy |
+499
| New | +$116K | 0.1% | 163 |
|