Security 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 | $1.85M | Buy |
6,609
+445
| +7% | +$125K | 0.33% | 54 |
|
|
2025
Q1 | $1.59M | Buy |
6,164
+85
| +1% | +$22K | 0.32% | 53 |
|
|
2024
Q4 | $1.61M | Sell |
6,079
-331
| -5% | -$87.4K | 0.33% | 52 |
|
|
2024
Q3 | $1.69M | Sell |
6,410
-91
| -1% | -$24K | 0.34% | 45 |
|
|
2024
Q2 | $1.57M | Buy |
6,501
+1,314
| +25% | +$318K | 0.34% | 50 |
|
|
2024
Q1 | $1.3M | Buy |
5,187
+109
| +2% | +$27.2K | 0.29% | 59 |
|
|
2023
Q4 | $1.18M | Buy |
5,078
+619
| +14% | +$144K | 0.29% | 58 |
|
|
2023
Q3 | $929K | Sell |
4,459
-278
| -6% | -$57.9K | 0.26% | 70 |
|
|
2023
Q2 | $1.04M | Sell |
4,737
-627
| -12% | -$138K | 0.3% | 63 |
|
|
2023
Q1 | $1.13M | Buy |
5,364
+338
| +7% | +$71.3K | 0.34% | 55 |
|
|
2022
Q4 | $1.02M | Buy |
5,026
+1,155
| +30% | +$235K | 0.32% | 64 |
|
|
2022
Q3 | $728K | Buy |
3,871
+1,319
| +52% | +$248K | 0.25% | 72 |
|
|
2022
Q2 | $503K | Buy |
2,552
+863
| +51% | +$170K | 0.16% | 89 |
|
|
2022
Q1 | $402K | Buy |
+1,689
| New | +$402K | 0.13% | 96 |
|