ROI Financial Advisors’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 | $203K | Sell |
725
-91
| -11% | -$25.5K | 0.13% | 71 |
|
|
2025
Q1 | $211K | Buy |
816
+7
| +0.9% | +$1.81K | 0.15% | 59 |
|
|
2024
Q4 | $214K | Sell |
809
-40
| -5% | -$10.6K | 0.15% | 58 |
|
|
2024
Q3 | $224K | Buy |
849
+1
| +0.1% | +$264 | 0.15% | 60 |
|
|
2024
Q2 | $205K | Hold |
848
| – | – | 0.15% | 60 |
|
|
2024
Q1 | $212K | Sell |
848
-146
| -15% | -$36.5K | 0.17% | 60 |
|
|
2023
Q4 | $231K | Buy |
+994
| New | +$231K | 0.19% | 58 |
|