SFG Wealth Management’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 | $527K | Buy |
1,883
+4
| +0.2% | +$1.12K | 0.32% | 44 |
|
|
2025
Q1 | $486K | Buy |
1,879
+12
| +0.6% | +$3.1K | 0.24% | 74 |
|
|
2024
Q4 | $493K | Sell |
1,867
-59
| -3% | -$15.6K | 0.26% | 56 |
|
|
2024
Q3 | $508K | Sell |
1,926
-99
| -5% | -$26.1K | 0.27% | 54 |
|
|
2024
Q2 | $490K | Buy |
2,025
+4
| +0.2% | +$968 | 0.28% | 53 |
|
|
2024
Q1 | $505K | Sell |
2,021
-29
| -1% | -$7.25K | 0.3% | 47 |
|
|
2023
Q4 | $477K | Buy |
2,050
+14
| +0.7% | +$3.26K | 0.32% | 48 |
|
|
2023
Q3 | $424K | Sell |
2,036
-223
| -10% | -$46.4K | 0.34% | 48 |
|
|
2023
Q2 | $497K | Sell |
2,259
-48
| -2% | -$10.6K | 0.42% | 44 |
|
|
2023
Q1 | $487K | Sell |
2,307
-276
| -11% | -$58.2K | 0.54% | 33 |
|
|
2022
Q4 | $526K | Buy |
2,583
+1
| +0% | +$204 | 0.65% | 31 |
|
|
2022
Q3 | $485K | Buy |
2,582
+1
| +0% | +$188 | 0.66% | 33 |
|
|
2022
Q2 | $508K | Sell |
2,581
-599
| -19% | -$118K | 0.59% | 39 |
|
|
2022
Q1 | $756K | Sell |
3,180
-245
| -7% | -$58.2K | 0.71% | 38 |
|
|
2021
Q4 | $873K | Buy |
+3,425
| New | +$873K | 0.78% | 36 |
|