Sharp 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 | $315K | Sell |
1,126
-64
| -5% | -$17.9K | 0.2% | 63 |
|
|
2025
Q1 | $308K | Hold |
1,190
| – | – | 0.24% | 61 |
|
|
2024
Q4 | $314K | Sell |
1,190
-10
| -0.8% | -$2.64K | 0.24% | 68 |
|
|
2024
Q3 | $317K | Sell |
1,200
-473
| -28% | -$125K | 0.24% | 65 |
|
|
2024
Q2 | $405K | Sell |
1,673
-1,590
| -49% | -$385K | 0.35% | 57 |
|
|
2024
Q1 | $815K | Sell |
3,263
-1,010
| -24% | -$252K | 0.76% | 25 |
|
|
2023
Q4 | $994K | Buy |
+4,273
| New | +$994K | 1.08% | 20 |
|