Safeguard Financial’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
Q1 | $1.08M | Sell |
4,187
-333
| -7% | -$86.1K | 0.24% | 35 |
|
|
2024
Q4 | $1.19M | Sell |
4,520
-92
| -2% | -$24.3K | 0.26% | 34 |
|
|
2024
Q3 | $1.22M | Sell |
4,612
-104
| -2% | -$27.4K | 0.29% | 35 |
|
|
2024
Q2 | $1.14M | Buy |
4,716
+593
| +14% | +$144K | 0.32% | 31 |
|
|
2024
Q1 | $1.03M | Sell |
4,123
-859
| -17% | -$215K | 0.34% | 28 |
|
|
2023
Q4 | $1.16M | Buy |
4,982
+197
| +4% | +$45.8K | 0.44% | 26 |
|
|
2023
Q3 | $996K | Sell |
4,785
-156
| -3% | -$32.5K | 0.48% | 26 |
|
|
2023
Q2 | $1.09M | Buy |
4,941
+14
| +0.3% | +$3.08K | 0.52% | 23 |
|
|
2023
Q1 | $1.04M | Sell |
4,927
-574
| -10% | -$121K | 0.63% | 23 |
|
|
2022
Q4 | $1.12M | Sell |
5,501
-407
| -7% | -$82.9K | 0.8% | 21 |
|
|
2022
Q3 | $1.11M | Sell |
5,908
-1,012
| -15% | -$190K | 1.03% | 19 |
|
|
2022
Q2 | $1.36M | Sell |
6,920
-339
| -5% | -$66.8K | 1.63% | 13 |
|
|
2022
Q1 | $1.73M | Buy |
+7,259
| New | +$1.73M | 2.58% | 9 |
|