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

SWP Financial’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
2025 Q3	$2.85M	Buy
2025 Q2	$2.66M	Sell
2025 Q1	$2.48M	Sell
2024 Q4	$2.61M	Sell
2024 Q3	$2.63M	Sell
2024 Q2	$2.43M	Sell
2024 Q1	$10M	Buy
2023 Q4	$9.25M	Buy