SFC
Swisher Financial Concepts’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
3,422
-1,418
| -29% | -$397K | 0.62% | 29 |
|
|
2025
Q1 | $1.25M | Sell |
4,840
-1,964
| -29% | -$508K | 1.03% | 18 |
|
|
2024
Q4 | $1.8M | Sell |
6,804
-36,449
| -84% | -$9.63M | 2.12% | 14 |
|
|
2024
Q3 | $10.7M | Buy |
43,253
+13,052
| +43% | +$3.23M | 6.74% | 3 |
|
|
2024
Q2 | $7.29M | Buy |
30,201
+48
| +0.2% | +$11.6K | 7.39% | 4 |
|
|
2024
Q1 | $7.34M | Buy |
30,153
+1,176
| +4% | +$286K | 6.39% | 4 |
|
|
2023
Q4 | $6.58M | Buy |
+28,977
| New | +$6.58M | 6.34% | 4 |
|