Strategic Wealth Investment Group’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 Q1	–	Sell	-1,596	Closed	-$422K	–	120
2024 Q4	$422K	Sell	1,596 -7	-0.4%	-$1.85K	0.05%	100
2024 Q3	$421K	Sell	1,603 -561	-26%	-$147K	0.05%	99
2024 Q2	$520K	Buy	+2,164	New	+$520K	0.07%	89
2023 Q4	$287K	Buy	+1,232	New	+$287K	0.04%	104