SWP Financial’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 | $2.66M | Sell |
9,507
-92
| -1% | -$25.7K | 1.46% | 21 |
|
|
2025
Q1 | $2.48M | Sell |
9,599
-264
| -3% | -$68.3K | 1.52% | 17 |
|
|
2024
Q4 | $2.61M | Sell |
9,863
-93
| -0.9% | -$24.6K | 1.57% | 16 |
|
|
2024
Q3 | $2.63M | Sell |
9,956
-90
| -0.9% | -$23.7K | 1.6% | 16 |
|
|
2024
Q2 | $2.43M | Sell |
10,046
-30,207
| -75% | -$7.31M | 1.61% | 15 |
|
|
2024
Q1 | $10M | Buy |
40,253
+490
| +1% | +$122K | 7.02% | 3 |
|
|
2023
Q4 | $9.25M | Buy |
+39,763
| New | +$9.25M | 7.18% | 3 |
|