Sagespring Wealth Partners’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	$19.1M	Sell	68,263 -10,204	-13%	-$2.86M	0.41%	43
2025 Q1	$20.3M	Sell	78,467 -34,097	-30%	-$8.82M	0.51%	36
2024 Q4	$29.7M	Buy	+112,564	New	+$29.7M	0.79%	28