Taylor & Morgan Wealth Management’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 | $1.41M | Sell |
5,021
-64
| -1% | -$17.9K | 0.95% | 20 |
|
|
2025
Q1 | $1.32M | Hold |
5,085
| – | – | 0.99% | 20 |
|
|
2024
Q4 | $1.34M | Sell |
5,085
-30
| -0.6% | -$7.92K | 0.94% | 20 |
|
|
2024
Q3 | $1.35M | Hold |
5,115
| – | – | 0.91% | 19 |
|
|
2024
Q2 | $1.24M | Sell |
5,115
-42
| -0.8% | -$10.2K | 0.88% | 22 |
|
|
2024
Q1 | $1.29M | Hold |
5,157
| – | – | 0.95% | 20 |
|
|
2023
Q4 | $1.2M | Buy |
5,157
+350
| +7% | +$81.4K | 0.95% | 20 |
|
|
2023
Q3 | $1M | Hold |
4,807
| – | – | 0.9% | 22 |
|
|
2023
Q2 | $1.06M | Hold |
4,807
| – | – | 0.87% | 22 |
|
|
2023
Q1 | $1.01M | Buy |
4,807
+114
| +2% | +$24K | 0.88% | 24 |
|
|
2022
Q4 | $956K | Buy |
4,693
+111
| +2% | +$22.6K | 0.9% | 26 |
|
|
2022
Q3 | $861K | Buy |
+4,582
| New | +$861K | 0.86% | 25 |
|