Strata Wealth Advisors’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 | $1.82M | Buy |
6,499
+321
| +5% | +$89.8K | 0.5% | 28 |
|
|
2025
Q1 | $1.6M | Buy |
6,178
+81
| +1% | +$20.9K | 0.5% | 26 |
|
|
2024
Q4 | $1.61M | Buy |
6,097
+699
| +13% | +$185K | 0.51% | 26 |
|
|
2024
Q3 | $1.42M | Buy |
5,398
+521
| +11% | +$137K | 0.46% | 27 |
|
|
2024
Q2 | $1.18M | Buy |
4,877
+675
| +16% | +$163K | 0.41% | 27 |
|
|
2024
Q1 | $1.05M | Buy |
4,202
+743
| +21% | +$186K | 0.37% | 29 |
|
|
2023
Q4 | $805K | Buy |
3,459
+110
| +3% | +$25.6K | 0.32% | 35 |
|
|
2023
Q3 | $697K | Buy |
+3,349
| New | +$697K | 0.34% | 24 |
|
|
2023
Q1 | $385K | Buy |
+1,827
| New | +$385K | 0.2% | 38 |
|