SWM
VO icon

SpringVest Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

SpringVest Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$612K Buy
2,179
+61
+3% +$17.1K 0.5% 30
2025
Q1 		$548K Buy
2,118
+282
+15% +$72.9K 0.45% 32
2024
Q4 		$485K Buy
+1,836
New +$485K 0.42% 39