Strategic 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 | $361K | Hold |
1,290
| – | – | 0.02% | 107 |
|
|
2025
Q1 | $334K | Sell |
1,290
-250
| -16% | -$64.7K | 0.02% | 106 |
|
|
2024
Q4 | $407K | Sell |
1,540
-36
| -2% | -$9.51K | 0.02% | 101 |
|
|
2024
Q3 | $416K | Buy |
1,576
+36
| +2% | +$9.5K | 0.02% | 95 |
|
|
2024
Q2 | $373K | Hold |
1,540
| – | – | 0.02% | 99 |
|
|
2024
Q1 | $385K | Buy |
1,540
+40
| +3% | +$9.99K | 0.02% | 98 |
|
|
2023
Q4 | $349K | Buy |
1,500
+25
| +2% | +$5.82K | 0.02% | 100 |
|
|
2023
Q3 | $307K | Hold |
1,475
| – | – | 0.02% | 102 |
|
|
2023
Q2 | $327K | Buy |
1,475
+50
| +4% | +$11.1K | 0.02% | 103 |
|
|
2023
Q1 | $301K | Buy |
+1,425
| New | +$301K | 0.02% | 106 |
|