Sunburst Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Sunburst Financial Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355K	Sell	4,411 -1,073	-20%	-$83.2K	0.06%	97
2026 Q1	$394K	Buy	5,484 +1,852	+51%	+$138K	0.07%	90
2025 Q4	$263K	Buy	3,632 +4	+0.1%	+$291	0.05%	105
2025 Q3	$267K	Sell	3,628 -2,124	-37%	-$153K	0.06%	102
2025 Q2	$402K	Buy	5,752 +196	+4%	+$12.9K	0.09%	76
2025 Q1	$359K	Hold	5,556	–	–	0.09%	75
2024 Q4	$367K	Sell	5,556 -3,248	-37%	-$221K	0.09%	77
2024 Q3	$581K	Hold	8,804	–	–	0.15%	68
2024 Q2	$533K	Hold	8,804	–	–	0.14%	66
2024 Q1	$546K	Sell	8,804 -52	-0.6%	-$3.07K	0.15%	68
2023 Q4	$515K	Sell	8,856 -44	-0.5%	-$2.35K	0.16%	64
2023 Q3	$463K	Buy	8,900 +20	+0.2%	+$1.1K	0.16%	59
2023 Q2	$489K	Buy	8,880 +20	+0.2%	+$1.05K	0.17%	58
2023 Q1	$467K	Hold	8,860	–	–	0.17%	60
2022 Q4	$451K	Buy	+8,860	New	+$451K	0.18%	62

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